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 | $339,009 | $116,175+191.8% | $93,606+262.2% | $152,861+121.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 28.08% | 35.96%-7.9pp | 32.76%-4.7pp | 345.32%-317.2pp |
| Employer contribution / active EE | $2,926 | $3,218-9.1% | $2,718+7.7% | $4,762-38.6% |
| Participant deferral / active EE | $7,240 | $4,603+57.3% | $4,069+77.9% | $5,850+23.8% |
| Admin fee / account holder | $2,345 | $10,748-78.2% | $7,888-70.3% | $11,596-79.8% |