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 | $458,505 | $176,812+159.3% | $146,665+212.6% | $167,490+173.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 16.60% | 24.03%-7.4pp | 22.74%-6.1pp | 478.56%-462.0pp |
| Employer contribution / active EE | $15,298 | $5,160+196.5% | $4,136+269.9% | $4,837+216.2% |
| Participant deferral / active EE | $15,662 | $6,440+143.2% | $5,506+184.5% | $6,341+147.0% |
| Admin fee / account holder | $5,216 | $13,259-60.7% | $10,280-49.3% | $12,309-57.6% |