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 | $440,612 | $118,849+270.7% | $96,562+356.3% | $167,490+163.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 12.46% | 50.49%-38.0pp | 37.78%-25.3pp | 478.56%-466.1pp |
| Employer contribution / active EE | $4,130 | $3,120+32.4% | $2,356+75.3% | $4,837-14.6% |
| Participant deferral / active EE | $7,804 | $4,616+69.1% | $3,849+102.7% | $6,341+23.1% |
| Admin fee / account holder | $6,347 | $8,065-21.3% | $6,181+2.7% | $12,309-48.4% |