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 | $341,536 | $111,724+205.7% | $93,606+264.9% | $145,922+134.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 9.91% | 202.98%-193.1pp | 133.20%-123.3pp | 561.29%-551.4pp |
| Employer contribution / active EE | $13,025 | $3,090+321.6% | $2,420+438.3% | $4,660+179.5% |
| Participant deferral / active EE | $27,063 | $4,912+451.0% | $4,411+513.5% | $6,688+304.7% |
| Admin fee / account holder | $27,893 | $10,250+172.1% | $8,285+236.7% | $13,397+108.2% |