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 | $400,556 | $154,117+159.9% | $129,995+208.1% | $139,434+187.3% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.5%+11.5pp | 80.3%+9.7pp |
| Annual return | 11.06% | 32.48%-21.4pp | -137.18%+148.2pp | 372.94%-361.9pp |
| Employer contribution / active EE | $7,500 | $5,289+41.8% | $4,320+73.6% | $4,751+57.9% |
| Participant deferral / active EE | $3,033 | $6,710-54.8% | $5,820-47.9% | $6,710-54.8% |
| Admin fee / account holder | $9,253 | $14,007-33.9% | $10,614-12.8% | $11,403-18.8% |