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 | $356,532 | $96,635+268.9% | $86,612+311.6% | $139,434+155.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 22.32% | 106.41%-84.1pp | 591.07%-568.7pp | 372.94%-350.6pp |
| Employer contribution / active EE | $4,020 | $3,263+23.2% | $3,022+33.0% | $4,751-15.4% |
| Participant deferral / active EE | $15,061 | $4,836+211.4% | $4,438+239.4% | $6,710+124.4% |
| Admin fee / account holder | $2,016 | $6,408-68.5% | $5,614-64.1% | $11,403-82.3% |