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 | $309,527 | $133,958+131.1% | $112,228+175.8% | $134,475+130.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -12.85% | 47.11%-60.0pp | 27.45%-40.3pp | 417.96%-430.8pp |
| Employer contribution / active EE | $3,264 | $4,038-19.2% | $3,635-10.2% | $4,740-31.1% |
| Participant deferral / active EE | $11,875 | $5,291+124.5% | $4,728+151.2% | $6,400+85.6% |
| Admin fee / account holder | $220,562 | $7,489+2845.3% | $6,410+3340.9% | $11,426+1830.4% |