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 | $331,307 | $117,841+181.1% | $102,423+223.5% | $145,922+127.0% |
| Participation rate | 91.7% | 78.6%+13.1pp | 76.5%+15.2pp | 80.3%+11.4pp |
| Annual return | 12.57% | 31.65%-19.1pp | 29.32%-16.8pp | 561.29%-548.7pp |
| Employer contribution / active EE | $1,152 | $3,615-68.1% | $3,023-61.9% | $4,660-75.3% |
| Participant deferral / active EE | $4,969 | $5,731-13.3% | $5,053-1.7% | $6,688-25.7% |
| Admin fee / account holder | $59,999 | $13,326+350.2% | $9,451+534.9% | $13,397+347.9% |