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 9-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 | $358,262 | $102,317+250.1% | $146,958+143.8% | $80,856+343.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 27.27% | 134.76%-107.5pp | 418.34%-391.1pp | 35.59%-8.3pp |
| Employer contribution / active EE | $18,060 | $3,713+386.4% | $4,933+266.1% | $2,755+555.6% |
| Participant deferral / active EE | $11,346 | $6,644+70.8% | $8,070+40.6% | $4,296+164.1% |
| Admin fee / account holder | $6,932 | $7,941-12.7% | $12,998-46.7% | $6,918+0.2% |