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 10-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 | $285,952 | $77,145+270.7% | $108,410+163.8% | $85,850+233.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 15.82% | 44.54%-28.7pp | 905.27%-889.5pp | 318.53%-302.7pp |
| Employer contribution / active EE | $2,067 | $2,379-13.1% | $3,558-41.9% | $2,565-19.4% |
| Participant deferral / active EE | $7,148 | $5,566+28.4% | $6,563+8.9% | $3,952+80.9% |
| Admin fee / account holder | $18,566 | $5,172+259.0% | $7,295+154.5% | $6,260+196.6% |