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 | $340,388 | $148,534+129.2% | $135,903+150.5% | $139,434+144.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.49% | 79.19%-63.7pp | 68.23%-52.7pp | 372.94%-357.5pp |
| Employer contribution / active EE | $2,152 | $5,243-59.0% | $4,856-55.7% | $4,751-54.7% |
| Participant deferral / active EE | $10,964 | $8,100+35.4% | $7,758+41.3% | $6,710+63.4% |
| Admin fee / account holder | $4,690 | $12,400-62.2% | $10,762-56.4% | $11,403-58.9% |