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 | $265,515 | $81,248+226.8% | $155,509+70.7% | $80,856+228.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 14.54% | 33.31%-18.8pp | 64.67%-50.1pp | 35.59%-21.1pp |
| Employer contribution / active EE | $3,196 | $3,100+3.1% | $4,672-31.6% | $2,755+16.0% |
| Participant deferral / active EE | $6,035 | $3,452+74.8% | $5,626+7.3% | $4,296+40.5% |
| Admin fee / account holder | $72,828 | $7,997+810.7% | $15,912+357.7% | $6,918+952.7% |