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 | $340,890 | $183,519+85.8% | $155,509+119.2% | $145,922+133.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.55% | 61.17%-44.6pp | 64.67%-48.1pp | 561.29%-544.7pp |
| Employer contribution / active EE | $10,469 | $5,313+97.1% | $4,672+124.1% | $4,660+124.7% |
| Participant deferral / active EE | $4,003 | $6,462-38.1% | $5,626-28.9% | $6,688-40.2% |
| Admin fee / account holder | $6,727 | $19,313-65.2% | $15,912-57.7% | $13,397-49.8% |