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 | $291,149 | $89,753+224.4% | $107,525+170.8% | $84,808+243.3% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 19.51% | 29.48%-10.0pp | 181.32%-161.8pp | 40.90%-21.4pp |
| Employer contribution / active EE | $20,361 | $3,113+554.0% | $3,754+442.4% | $2,631+673.9% |
| Participant deferral / active EE | $9,562 | $4,056+135.7% | $5,116+86.9% | $4,212+127.0% |
| Admin fee / account holder | $13,772 | $7,222+90.7% | $8,919+54.4% | $7,344+87.5% |