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 | $277,176 | $127,386+117.6% | $115,037+140.9% | $125,391+121.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 1.14% | 31.28%-30.1pp | 26.14%-25.0pp | 282.22%-281.1pp |
| Employer contribution / active EE | $10,791 | $5,166+108.9% | $4,608+134.2% | $4,866+121.8% |
| Participant deferral / active EE | $14,609 | $6,423+127.4% | $6,026+142.4% | $5,352+173.0% |
| Admin fee / account holder | $906 | $9,516-90.5% | $8,175-88.9% | $9,540-90.5% |