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 | $277,248 | $85,022+226.1% | $70,515+293.2% | $139,434+98.8% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 17.16% | 30.38%-13.2pp | 32.77%-15.6pp | 372.94%-355.8pp |
| Employer contribution / active EE | $4,422 | $3,909+13.1% | $2,973+48.7% | $4,751-6.9% |
| Participant deferral / active EE | $15,530 | $5,890+163.6% | $4,567+240.1% | $6,710+131.4% |
| Admin fee / account holder | $842 | $8,906-90.5% | $6,412-86.9% | $11,403-92.6% |