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 7-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 | $291,422 | $123,909+135.2% | $69,647+318.4% | $145,922+99.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.5%+33.5pp | 80.3%+19.7pp |
| Annual return | 11.60% | 190.55%-178.9pp | 100.48%-88.9pp | 561.29%-549.7pp |
| Employer contribution / active EE | $6,450 | $2,682+140.5% | $1,712+276.6% | $4,660+38.4% |
| Participant deferral / active EE | $24,000 | $4,236+466.6% | $2,886+731.6% | $6,688+258.9% |
| Admin fee / account holder | $1,836 | $7,863-76.7% | $4,713-61.1% | $13,397-86.3% |