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 | $382,172 | $117,983+223.9% | $101,794+275.4% | $142,382+168.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 20.34% | 36.92%-16.6pp | 30.53%-10.2pp | 217.08%-196.7pp |
| Employer contribution / active EE | $9,407 | $2,773+239.3% | $2,289+311.0% | $4,299+118.8% |
| Participant deferral / active EE | $6,129 | $4,714+30.0% | $4,084+50.1% | $6,507-5.8% |
| Admin fee / account holder | $50,114 | $10,433+380.3% | $8,777+471.0% | $12,624+297.0% |