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 | $267,113 | $157,256+69.9% | $141,162+89.2% | $152,861+74.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 30.26% | 64.32%-34.1pp | 71.39%-41.1pp | 345.32%-315.1pp |
| Employer contribution / active EE | $8,351 | $5,261+58.7% | $4,735+76.4% | $4,762+75.4% |
| Participant deferral / active EE | $2,488 | $7,109-65.0% | $6,709-62.9% | $5,850-57.5% |
| Admin fee / account holder | $490 | $12,120-96.0% | $10,261-95.2% | $11,596-95.8% |