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 6-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 | $494,695 | $99,877+395.3% | $84,966+482.2% | $145,922+239.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 18.50% | 83.76%-65.3pp | 66.38%-47.9pp | 561.29%-542.8pp |
| Employer contribution / active EE | $13,000 | $3,231+302.3% | $2,727+376.7% | $4,660+179.0% |
| Participant deferral / active EE | $23,000 | $5,291+334.7% | $4,519+408.9% | $6,688+243.9% |
| Admin fee / account holder | $2,223 | $7,248-69.3% | $6,149-63.8% | $13,397-83.4% |