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 | $319,062 | $114,381+178.9% | $107,525+196.7% | $142,382+124.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.89% | 242.71%-226.8pp | 181.32%-165.4pp | 217.08%-201.2pp |
| Employer contribution / active EE | $14,286 | $4,015+255.8% | $3,754+280.6% | $4,299+232.3% |
| Participant deferral / active EE | $10,372 | $5,564+86.4% | $5,116+102.7% | $6,507+59.4% |
| Admin fee / account holder | $1,787 | $9,860-81.9% | $8,919-80.0% | $12,624-85.8% |