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 | $384,592 | $169,032+127.5% | $129,207+197.7% | $145,922+163.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 8.33% | 14330.11%-14321.8pp | 9417.33%-9409.0pp | 561.29%-553.0pp |
| Employer contribution / active EE | $46,000 | $5,537+730.8% | $4,153+1007.6% | $4,660+887.2% |
| Participant deferral / active EE | $22,500 | $4,987+351.1% | $4,168+439.9% | $6,688+236.4% |
| Admin fee / account holder | $3,283 | $9,954-67.0% | $7,715-57.4% | $13,397-75.5% |