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 | $252,417 | $105,181+140.0% | $159,436+58.3% | $85,850+194.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 14.34% | 45.07%-30.7pp | 263.57%-249.2pp | 318.53%-304.2pp |
| Employer contribution / active EE | $9,192 | $3,318+177.0% | $4,829+90.3% | $2,565+258.3% |
| Participant deferral / active EE | $7,809 | $5,945+31.4% | $7,352+6.2% | $3,952+97.6% |
| Admin fee / account holder | $966 | $6,933-86.1% | $10,799-91.1% | $6,260-84.6% |