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 | $273,108 | $99,877+173.4% | $84,966+221.4% | $145,922+87.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 9.30% | 83.76%-74.5pp | 66.38%-57.1pp | 561.29%-552.0pp |
| Employer contribution / active EE | $26,957 | $3,231+734.2% | $2,727+888.5% | $4,660+478.5% |
| Participant deferral / active EE | $23,924 | $5,291+352.2% | $4,519+429.4% | $6,688+257.7% |
| Admin fee / account holder | $11,983 | $7,248+65.3% | $6,149+94.9% | $13,397-10.6% |