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 9-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 | $261,336 | $210,648+24.1% | $177,989+46.8% | $145,922+79.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 7.91% | 385.86%-378.0pp | 294.48%-286.6pp | 561.29%-553.4pp |
| Employer contribution / active EE | $4,000 | $4,565-12.4% | $3,949+1.3% | $4,660-14.2% |
| Participant deferral / active EE | $14,750 | $6,958+112.0% | $6,276+135.0% | $6,688+120.6% |
| Admin fee / account holder | $2,988 | $12,013-75.1% | $10,363-71.2% | $13,397-77.7% |