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 | $337,718 | $183,519+84.0% | $155,509+117.2% | $145,922+131.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.61% | 61.17%-45.6pp | 64.67%-49.1pp | 561.29%-545.7pp |
| Employer contribution / active EE | $12,293 | $5,313+131.4% | $4,672+163.1% | $4,660+163.8% |
| Participant deferral / active EE | $7,178 | $6,462+11.1% | $5,626+27.6% | $6,688+7.3% |
| Admin fee / account holder | $901,044 | $19,313+4565.5% | $15,912+5562.7% | $13,397+6625.7% |