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 | $258,672 | $106,890+142.0% | $84,015+207.9% | $152,861+69.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 21.98% | 104.99%-83.0pp | 71.31%-49.3pp | 345.32%-323.3pp |
| Employer contribution / active EE | $10,696 | $2,734+291.2% | $1,983+439.3% | $4,762+124.6% |
| Participant deferral / active EE | $5,554 | $4,011+38.5% | $3,239+71.5% | $5,850-5.1% |
| Admin fee / account holder | $5,055 | $8,285-39.0% | $6,101-17.1% | $11,596-56.4% |