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 | $282,335 | $165,335+70.8% | $149,696+88.6% | $158,922+77.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 21.27% | 348.15%-326.9pp | 276.60%-255.3pp | 302.83%-281.6pp |
| Employer contribution / active EE | $3,859 | $5,103-24.4% | $4,644-16.9% | $4,761-18.9% |
| Participant deferral / active EE | $14,343 | $7,181+99.7% | $6,842+109.6% | $5,982+139.8% |
| Admin fee / account holder | $2,895 | $10,807-73.2% | $9,309-68.9% | $11,246-74.3% |