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 | $320,016 | $157,256+103.5% | $141,162+126.7% | $152,861+109.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 27.37% | 64.32%-37.0pp | 71.39%-44.0pp | 345.32%-318.0pp |
| Employer contribution / active EE | $6,250 | $5,261+18.8% | $4,735+32.0% | $4,762+31.2% |
| Participant deferral / active EE | $6,100 | $7,109-14.2% | $6,709-9.1% | $5,850+4.3% |
| Admin fee / account holder | $7,215 | $12,120-40.5% | $10,261-29.7% | $11,596-37.8% |