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 4-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 | $347,578 | $72,400+380.1% | $67,502+414.9% | $145,922+138.2% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 10.83% | 7182.46%-7171.6pp | 3512.12%-3501.3pp | 561.29%-550.5pp |
| Employer contribution / active EE | $24,520 | $3,069+698.9% | $2,731+797.9% | $4,660+426.2% |
| Participant deferral / active EE | $28,443 | $4,783+494.7% | $4,000+611.1% | $6,688+325.3% |
| Admin fee / account holder | $510 | $5,539-90.8% | $3,998-87.2% | $13,397-96.2% |