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 | $373,136 | $201,272+85.4% | $184,203+102.6% | $145,922+155.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.90% | 29.00%-17.1pp | 28.81%-16.9pp | 561.29%-549.4pp |
| Employer contribution / active EE | $5,854 | $7,022-16.6% | $6,427-8.9% | $4,660+25.6% |
| Participant deferral / active EE | $11,548 | $9,806+17.8% | $9,131+26.5% | $6,688+72.7% |
| Admin fee / account holder | $79,980 | $16,364+388.8% | $13,901+475.4% | $13,397+497.0% |