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 5-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 | $305,802 | $165,984+84.2% | $164,813+85.5% | $145,922+109.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.07% | 100.03%-88.0pp | 69.93%-57.9pp | 561.29%-549.2pp |
| Employer contribution / active EE | $28,200 | $5,273+434.8% | $4,341+549.6% | $4,660+505.2% |
| Participant deferral / active EE | $16,045 | $6,959+130.6% | $6,031+166.0% | $6,688+139.9% |
| Admin fee / account holder | $3,004 | $16,648-82.0% | $12,690-76.3% | $13,397-77.6% |