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 | $291,314 | $57,281+408.6% | $86,612+236.3% | $75,163+287.6% |
| Participation rate | 92.2% | 63.2%+29.0pp | 71.7%+20.5pp | 67.2%+25.0pp |
| Annual return | 17.29% | 2670.75%-2653.5pp | 591.07%-573.8pp | 160.62%-143.3pp |
| Employer contribution / active EE | $12,827 | $2,314+454.2% | $3,022+324.4% | $2,670+380.5% |
| Participant deferral / active EE | $10,787 | $3,318+225.1% | $4,438+143.1% | $4,125+161.5% |
| Admin fee / account holder | $32,884 | $4,112+699.7% | $5,614+485.7% | $5,651+481.9% |