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 | $325,794 | $142,405+128.8% | $115,157+182.9% | $152,861+113.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 28.49% | 41.48%-13.0pp | 35.60%-7.1pp | 345.32%-316.8pp |
| Employer contribution / active EE | $15,190 | $4,010+278.8% | $3,179+377.9% | $4,762+219.0% |
| Participant deferral / active EE | $13,494 | $5,164+161.3% | $4,168+223.7% | $5,850+130.7% |
| Admin fee / account holder | $432 | $8,462-94.9% | $7,088-93.9% | $11,596-96.3% |