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 | $439,458 | $127,065+245.9% | $113,168+288.3% | $142,382+208.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 19.19% | 24.03%-4.8pp | 24.27%-5.1pp | 217.08%-197.9pp |
| Employer contribution / active EE | $6,260 | $3,442+81.9% | $2,975+110.4% | $4,299+45.6% |
| Participant deferral / active EE | $7,631 | $5,716+33.5% | $5,107+49.4% | $6,507+17.3% |
| Admin fee / account holder | $8,910 | $15,736-43.4% | $12,068-26.2% | $12,624-29.4% |