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 | $350,260 | $175,202+99.9% | $149,673+134.0% | $139,434+151.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.92% | 166.71%-148.8pp | 134.42%-116.5pp | 372.94%-355.0pp |
| Employer contribution / active EE | $17,624 | $5,474+222.0% | $4,818+265.8% | $4,751+271.0% |
| Participant deferral / active EE | $11,000 | $6,519+68.7% | $5,680+93.7% | $6,710+63.9% |
| Admin fee / account holder | $2,253 | $16,150-86.1% | $13,210-82.9% | $11,403-80.2% |