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 | $426,080 | $127,065+235.3% | $113,168+276.5% | $142,382+199.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 16.27% | 24.03%-7.8pp | 24.27%-8.0pp | 217.08%-200.8pp |
| Employer contribution / active EE | $1,624 | $3,442-52.8% | $2,975-45.4% | $4,299-62.2% |
| Participant deferral / active EE | $11,000 | $5,716+92.4% | $5,107+115.4% | $6,507+69.0% |
| Admin fee / account holder | $67,283 | $15,736+327.6% | $12,068+457.6% | $12,624+433.0% |