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 | $385,269 | $77,813+395.1% | $123,544+211.8% | $64,186+500.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.33% | 12.48%-16.8pp | 119.20%-123.5pp | 7.63%-12.0pp |
| Employer contribution / active EE | $10,798 | $3,014+258.3% | $4,628+133.3% | $2,381+353.5% |
| Participant deferral / active EE | $8,193 | $5,240+56.4% | $6,426+27.5% | $3,470+136.1% |
| Admin fee / account holder | $19,895 | $5,519+260.5% | $9,284+114.3% | $4,888+307.0% |