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 | $287,732 | $117,841+144.2% | $102,423+180.9% | $145,922+97.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 24.90% | 31.65%-6.7pp | 29.32%-4.4pp | 561.29%-536.4pp |
| Employer contribution / active EE | $1,870 | $3,615-48.3% | $3,023-38.2% | $4,660-59.9% |
| Participant deferral / active EE | $2,671 | $5,731-53.4% | $5,053-47.1% | $6,688-60.1% |
| Admin fee / account holder | $1,361 | $13,326-89.8% | $9,451-85.6% | $13,397-89.8% |