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 | $305,573 | $133,922+128.2% | $116,228+162.9% | $142,382+114.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 20.25% | 147.76%-127.5pp | 90.06%-69.8pp | 217.08%-196.8pp |
| Employer contribution / active EE | $1,116 | $3,446-67.6% | $2,994-62.7% | $4,299-74.1% |
| Participant deferral / active EE | $7,149 | $5,672+26.0% | $4,953+44.3% | $6,507+9.9% |
| Admin fee / account holder | $42,614 | $14,945+185.1% | $11,989+255.4% | $12,624+237.6% |