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 | $288,502 | $104,974+174.8% | $95,585+201.8% | $142,382+102.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 15.37% | 210.33%-195.0pp | 38.56%-23.2pp | 217.08%-201.7pp |
| Employer contribution / active EE | $1,988 | $2,779-28.5% | $2,527-21.3% | $4,299-53.8% |
| Participant deferral / active EE | $6,481 | $4,352+48.9% | $4,023+61.1% | $6,507-0.4% |
| Admin fee / account holder | $20,834 | $6,386+226.2% | $6,127+240.0% | $12,624+65.0% |