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 8-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 | $411,072 | $70,756+481.0% | $65,493+527.7% | $142,382+188.7% |
| Participation rate | 83.3% | 77.4%+6.0pp | 73.1%+10.2pp | 80.1%+3.2pp |
| Annual return | 11.12% | 1754.89%-1743.8pp | 982.45%-971.3pp | 217.08%-206.0pp |
| Employer contribution / active EE | $2,381 | $2,881-17.3% | $2,574-7.5% | $4,299-44.6% |
| Participant deferral / active EE | $10,333 | $4,637+122.8% | $3,961+160.9% | $6,507+58.8% |
| Admin fee / account holder | $2,519 | $6,559-61.6% | $5,028-49.9% | $12,624-80.0% |