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 | $616,149 | $106,890+476.4% | $84,015+633.4% | $152,861+303.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 16.81% | 104.99%-88.2pp | 71.31%-54.5pp | 345.32%-328.5pp |
| Employer contribution / active EE | $3,138 | $2,734+14.7% | $1,983+58.2% | $4,762-34.1% |
| Participant deferral / active EE | $7,234 | $4,011+80.4% | $3,239+123.4% | $5,850+23.7% |
| Admin fee / account holder | $25,990 | $8,285+213.7% | $6,101+326.0% | $11,596+124.1% |