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 | $325,226 | $77,813+318.0% | $123,544+163.2% | $64,186+406.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -3.21% | 12.48%-15.7pp | 119.20%-122.4pp | 7.63%-10.8pp |
| Employer contribution / active EE | $5,687 | $3,014+88.7% | $4,628+22.9% | $2,381+138.9% |
| Participant deferral / active EE | $6,089 | $5,240+16.2% | $6,426-5.2% | $3,470+75.5% |
| Admin fee / account holder | $29,844 | $5,519+440.8% | $9,284+221.5% | $4,888+510.6% |