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 | $264,477 | $106,515+148.3% | $96,683+173.6% | $139,434+89.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 11.42% | 38.43%-27.0pp | 35.69%-24.3pp | 372.94%-361.5pp |
| Employer contribution / active EE | $23,589 | $4,103+474.9% | $3,737+531.3% | $4,751+396.5% |
| Participant deferral / active EE | $8,783 | $5,454+61.0% | $4,878+80.0% | $6,710+30.9% |
| Admin fee / account holder | $12,728 | $7,877+61.6% | $6,730+89.1% | $11,403+11.6% |