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 | $303,465 | $175,202+73.2% | $149,673+102.8% | $139,434+117.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 10.90% | 166.71%-155.8pp | 134.42%-123.5pp | 372.94%-362.0pp |
| Employer contribution / active EE | $2,301 | $5,474-58.0% | $4,818-52.2% | $4,751-51.6% |
| Participant deferral / active EE | $7,718 | $6,519+18.4% | $5,680+35.9% | $6,710+15.0% |
| Admin fee / account holder | $2,615 | $16,150-83.8% | $13,210-80.2% | $11,403-77.1% |