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 | $289,879 | $93,571+209.8% | $135,903+113.3% | $75,163+285.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 19.71% | 30.90%-11.2pp | 68.23%-48.5pp | 160.62%-140.9pp |
| Employer contribution / active EE | $7,806 | $3,537+120.7% | $4,856+60.7% | $2,670+192.4% |
| Participant deferral / active EE | $19,191 | $6,404+199.7% | $7,758+147.4% | $4,125+365.2% |
| Admin fee / account holder | $26,714 | $6,975+283.0% | $10,762+148.2% | $5,651+372.7% |