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 | $394,267 | $106,584+269.9% | $101,326+289.1% | $142,382+176.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 18.99% | 36.93%-17.9pp | 36.82%-17.8pp | 217.08%-198.1pp |
| Employer contribution / active EE | $9,256 | $3,956+134.0% | $3,665+152.5% | $4,299+115.3% |
| Participant deferral / active EE | $11,887 | $8,297+43.3% | $7,994+48.7% | $6,507+82.7% |
| Admin fee / account holder | $7,484 | $11,446-34.6% | $11,185-33.1% | $12,624-40.7% |