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 | $325,942 | $111,754+191.7% | $103,333+215.4% | $145,922+123.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.93% | 24.77%-13.8pp | 24.88%-13.9pp | 561.29%-550.4pp |
| Employer contribution / active EE | $28,072 | $4,212+566.4% | $3,868+625.8% | $4,660+502.5% |
| Participant deferral / active EE | $20,430 | $5,619+263.6% | $5,057+304.0% | $6,688+205.5% |
| Admin fee / account holder | $2,429 | $9,750-75.1% | $8,355-70.9% | $13,397-81.9% |