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 | $546,375 | $158,398+244.9% | $126,539+331.8% | $142,382+283.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 16.64% | 593.76%-577.1pp | 425.95%-409.3pp | 217.08%-200.4pp |
| Employer contribution / active EE | $24,732 | $4,650+431.9% | $3,674+573.2% | $4,299+475.3% |
| Participant deferral / active EE | $24,764 | $4,767+419.5% | $4,083+506.6% | $6,507+280.6% |
| Admin fee / account holder | $9,953 | $6,918+43.9% | $6,065+64.1% | $12,624-21.2% |