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 | $318,634 | $77,813+309.5% | $123,544+157.9% | $64,186+396.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.76% | 12.48%-18.2pp | 119.20%-125.0pp | 7.63%-13.4pp |
| Employer contribution / active EE | $7,746 | $3,014+157.0% | $4,628+67.4% | $2,381+225.4% |
| Participant deferral / active EE | $15,341 | $5,240+192.8% | $6,426+138.7% | $3,470+342.2% |
| Admin fee / account holder | $66,565 | $5,519+1106.2% | $9,284+617.0% | $4,888+1261.8% |