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 3-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 | $292,715 | $74,888+290.9% | $71,209+311.1% | $142,382+105.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 16.00% | 345.14%-329.1pp | 282.51%-266.5pp | 217.08%-201.1pp |
| Employer contribution / active EE | $11,926 | $2,854+317.8% | $2,721+338.3% | $4,299+177.4% |
| Participant deferral / active EE | $9,022 | $4,454+102.5% | $4,175+116.1% | $6,507+38.6% |
| Admin fee / account holder | $1,307 | $5,568-76.5% | $5,349-75.6% | $12,624-89.6% |