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 | $297,868 | $69,207+330.4% | $64,056+365.0% | $139,434+113.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 16.80% | 45.88%-29.1pp | 33.69%-16.9pp | 372.94%-356.1pp |
| Employer contribution / active EE | $8,390 | $3,182+163.7% | $2,747+205.5% | $4,751+76.6% |
| Participant deferral / active EE | $18,024 | $4,682+285.0% | $3,880+364.5% | $6,710+168.6% |
| Admin fee / account holder | $4,248 | $4,244+0.1% | $3,068+38.5% | $11,403-62.7% |