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 | $264,226 | $107,334+146.2% | $92,893+184.4% | $152,861+72.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 21.42% | 145.58%-124.2pp | 109.41%-88.0pp | 345.32%-323.9pp |
| Employer contribution / active EE | $1,612 | $4,221-61.8% | $3,653-55.9% | $4,762-66.2% |
| Participant deferral / active EE | $5,650 | $4,845+16.6% | $4,236+33.4% | $5,850-3.4% |
| Admin fee / account holder | $603 | $7,079-91.5% | $5,794-89.6% | $11,596-94.8% |