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 | $318,795 | $159,602+99.7% | $150,045+112.5% | $142,382+123.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 27.26% | 70.24%-43.0pp | 62.55%-35.3pp | 217.08%-189.8pp |
| Employer contribution / active EE | $9,286 | $4,961+87.2% | $4,693+97.9% | $4,299+116.0% |
| Participant deferral / active EE | $11,539 | $8,310+38.9% | $7,997+44.3% | $6,507+77.3% |
| Admin fee / account holder | $17,575 | $14,846+18.4% | $13,435+30.8% | $12,624+39.2% |