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 | $264,812 | $53,127+398.4% | $86,590+205.8% | $70,131+277.6% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 18.73% | 27.66%-8.9pp | 964.84%-946.1pp | 73.14%-54.4pp |
| Employer contribution / active EE | $5,466 | $2,068+164.3% | $2,839+92.5% | $2,342+133.4% |
| Participant deferral / active EE | $9,515 | $2,696+253.0% | $3,609+163.7% | $3,332+185.6% |
| Admin fee / account holder | $27,668 | $3,585+671.7% | $4,906+464.0% | $4,645+495.6% |