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 | $382,964 | $106,890+258.3% | $84,015+355.8% | $152,861+150.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 17.42% | 104.99%-87.6pp | 71.31%-53.9pp | 345.32%-327.9pp |
| Employer contribution / active EE | $8,680 | $2,734+217.4% | $1,983+337.6% | $4,762+82.3% |
| Participant deferral / active EE | $11,328 | $4,011+182.4% | $3,239+249.8% | $5,850+93.6% |
| Admin fee / account holder | $1,426 | $8,285-82.8% | $6,101-76.6% | $11,596-87.7% |