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 | $300,656 | $98,240+206.0% | $82,313+265.3% | $147,584+103.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 16.25% | 30.85%-14.6pp | 25.88%-9.6pp | 578.55%-562.3pp |
| Employer contribution / active EE | $26,369 | $3,192+726.2% | $2,428+985.9% | $4,876+440.8% |
| Participant deferral / active EE | $12,890 | $4,383+194.1% | $3,706+247.8% | $5,439+137.0% |
| Admin fee / account holder | $1,013 | $8,563-88.2% | $5,608-81.9% | $10,885-90.7% |