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 | $289,085 | $148,534+94.6% | $135,903+112.7% | $139,434+107.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.02% | 79.19%-61.2pp | 68.23%-50.2pp | 372.94%-354.9pp |
| Employer contribution / active EE | $4,039 | $5,243-23.0% | $4,856-16.8% | $4,751-15.0% |
| Participant deferral / active EE | $12,499 | $8,100+54.3% | $7,758+61.1% | $6,710+86.3% |
| Admin fee / account holder | $76,401 | $12,400+516.2% | $10,762+609.9% | $11,403+570.0% |