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 | $385,704 | $124,281+210.3% | $109,143+253.4% | $167,490+130.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 12.77% | 26.04%-13.3pp | 25.75%-13.0pp | 478.56%-465.8pp |
| Employer contribution / active EE | $4,328 | $4,207+2.9% | $3,722+16.3% | $4,837-10.5% |
| Participant deferral / active EE | $22,750 | $5,255+332.9% | $4,653+388.9% | $6,341+258.8% |
| Admin fee / account holder | $3,282 | $7,970-58.8% | $6,752-51.4% | $12,309-73.3% |