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 | $341,029 | $109,817+210.5% | $98,442+246.4% | $167,490+103.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 15.93% | 1956.69%-1940.8pp | 1492.73%-1476.8pp | 478.56%-462.6pp |
| Employer contribution / active EE | $16,390 | $3,224+408.4% | $2,960+453.8% | $4,837+238.8% |
| Participant deferral / active EE | $14,157 | $4,673+202.9% | $4,276+231.1% | $6,341+123.2% |
| Admin fee / account holder | $1,957 | $6,753-71.0% | $5,949-67.1% | $12,309-84.1% |