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 | $269,982 | $111,724+141.7% | $93,606+188.4% | $145,922+85.0% |
| Participation rate | 90.0% | 74.2%+15.8pp | 68.7%+21.3pp | 80.3%+9.7pp |
| Annual return | 10.55% | 202.98%-192.4pp | 133.20%-122.6pp | 561.29%-550.7pp |
| Employer contribution / active EE | $1,645 | $3,090-46.8% | $2,420-32.0% | $4,660-64.7% |
| Participant deferral / active EE | $4,562 | $4,912-7.1% | $4,411+3.4% | $6,688-31.8% |
| Admin fee / account holder | $10,923 | $10,250+6.6% | $8,285+31.8% | $13,397-18.5% |