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 | $299,251 | $93,373+220.5% | $152,466+96.3% | $85,850+248.6% |
| Participation rate | 88.2% | 70.1%+18.2pp | 78.2%+10.0pp | 69.3%+18.9pp |
| Annual return | 15.16% | 21.84%-6.7pp | 757.33%-742.2pp | 318.53%-303.4pp |
| Employer contribution / active EE | $1,990 | $2,996-33.6% | $4,327-54.0% | $2,565-22.4% |
| Participant deferral / active EE | $10,841 | $4,550+138.2% | $5,820+86.3% | $3,952+174.3% |
| Admin fee / account holder | $760 | $13,853-94.5% | $15,805-95.2% | $6,260-87.9% |