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 | $325,200 | $91,538+255.3% | $129,995+150.2% | $75,163+332.7% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 21.87% | -631.11%+653.0pp | -137.18%+159.0pp | 160.62%-138.8pp |
| Employer contribution / active EE | $8,514 | $2,845+199.2% | $4,320+97.1% | $2,670+218.9% |
| Participant deferral / active EE | $21,190 | $4,341+388.1% | $5,820+264.1% | $4,125+413.7% |
| Admin fee / account holder | $10,885 | $6,790+60.3% | $10,614+2.5% | $5,651+92.6% |