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 | $264,910 | $80,717+228.2% | $154,803+71.1% | $84,808+212.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 14.74% | 37.96%-23.2pp | 58.88%-44.1pp | 40.90%-26.2pp |
| Employer contribution / active EE | $10,398 | $2,761+276.6% | $4,305+141.5% | $2,631+295.2% |
| Participant deferral / active EE | $5,625 | $3,303+70.3% | $5,540+1.5% | $4,212+33.6% |
| Admin fee / account holder | $12,852 | $6,746+90.5% | $14,329-10.3% | $7,344+75.0% |