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 | $378,239 | $109,817+244.4% | $98,442+284.2% | $167,490+125.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 23.20% | 1956.69%-1933.5pp | 1492.73%-1469.5pp | 478.56%-455.4pp |
| Employer contribution / active EE | $12,296 | $3,224+281.4% | $2,960+315.4% | $4,837+154.2% |
| Participant deferral / active EE | $12,428 | $4,673+165.9% | $4,276+190.6% | $6,341+96.0% |
| Admin fee / account holder | $1,751 | $6,753-74.1% | $5,949-70.6% | $12,309-85.8% |