See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $416,868 | $102,604+306.3% | $86,188+383.7% | $139,434+199.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 15.71% | 1922.51%-1906.8pp | 1168.45%-1152.7pp | 372.94%-357.2pp |
| Employer contribution / active EE | $4,963 | $3,032+63.6% | $2,380+108.5% | $4,751+4.5% |
| Participant deferral / active EE | $12,780 | $4,676+173.3% | $3,985+220.7% | $6,710+90.5% |
| Admin fee / account holder | $42,355 | $8,657+389.3% | $6,852+518.2% | $11,403+271.5% |