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 | $382,716 | $183,519+108.5% | $155,509+146.1% | $145,922+162.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 22.53% | 61.17%-38.6pp | 64.67%-42.1pp | 561.29%-538.8pp |
| Employer contribution / active EE | $26,719 | $5,313+402.9% | $4,672+471.8% | $4,660+473.4% |
| Participant deferral / active EE | $19,228 | $6,462+197.5% | $5,626+241.8% | $6,688+187.5% |
| Admin fee / account holder | $1,807 | $19,313-90.6% | $15,912-88.6% | $13,397-86.5% |