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 | $350,222 | $96,484+263.0% | $75,886+361.5% | $152,861+129.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 14.09% | 33.98%-19.9pp | 30.76%-16.7pp | 345.32%-331.2pp |
| Employer contribution / active EE | $8,182 | $3,309+147.2% | $2,500+227.2% | $4,762+71.8% |
| Participant deferral / active EE | $10,267 | $4,553+125.5% | $3,603+185.0% | $5,850+75.5% |
| Admin fee / account holder | $1,960 | $8,078-75.7% | $5,418-63.8% | $11,596-83.1% |