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 | $361,848 | $115,770+212.6% | $101,248+257.4% | $158,922+127.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 14.31% | 56.14%-41.8pp | 46.47%-32.2pp | 302.83%-288.5pp |
| Employer contribution / active EE | $8,173 | $4,175+95.8% | $3,660+123.3% | $4,761+71.7% |
| Participant deferral / active EE | $11,550 | $4,957+133.0% | $4,370+164.3% | $5,982+93.1% |
| Admin fee / account holder | $2,541 | $7,245-64.9% | $5,945-57.3% | $11,246-77.4% |