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 | $494,062 | $108,919+353.6% | $100,391+392.1% | $145,922+238.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.60% | 57.88%-42.3pp | 49.20%-33.6pp | 561.29%-545.7pp |
| Employer contribution / active EE | $21,139 | $4,419+378.3% | $3,942+436.3% | $4,660+353.7% |
| Participant deferral / active EE | $19,276 | $8,445+128.3% | $8,082+138.5% | $6,688+188.2% |
| Admin fee / account holder | $2,238 | $9,689-76.9% | $7,899-71.7% | $13,397-83.3% |