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 | $348,303 | $124,281+180.3% | $109,143+219.1% | $167,490+108.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 11.11% | 26.04%-14.9pp | 25.75%-14.6pp | 478.56%-467.4pp |
| Employer contribution / active EE | $5,272 | $4,207+25.3% | $3,722+41.7% | $4,837+9.0% |
| Participant deferral / active EE | $11,115 | $5,255+111.5% | $4,653+138.9% | $6,341+75.3% |
| Admin fee / account holder | $12,497 | $7,970+56.8% | $6,752+85.1% | $12,309+1.5% |