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 9-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 | $342,398 | $210,648+62.5% | $177,989+92.4% | $145,922+134.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.88% | 385.86%-373.0pp | 294.48%-281.6pp | 561.29%-548.4pp |
| Employer contribution / active EE | $19,500 | $4,565+327.2% | $3,949+393.8% | $4,660+318.5% |
| Participant deferral / active EE | $15,625 | $6,958+124.6% | $6,276+149.0% | $6,688+133.6% |
| Admin fee / account holder | $3,197 | $12,013-73.4% | $10,363-69.2% | $13,397-76.1% |