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 | $352,548 | $102,317+244.6% | $146,958+139.9% | $80,856+336.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.48% | 134.76%-122.3pp | 418.34%-405.9pp | 35.59%-23.1pp |
| Employer contribution / active EE | $11,245 | $3,713+202.9% | $4,933+128.0% | $2,755+308.2% |
| Participant deferral / active EE | $14,920 | $6,644+124.6% | $8,070+84.9% | $4,296+247.3% |
| Admin fee / account holder | $32,403 | $7,941+308.0% | $12,998+149.3% | $6,918+368.4% |