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 | $327,015 | $127,264+157.0% | $109,895+197.6% | $167,490+95.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 13.69% | 22.97%-9.3pp | 29.45%-15.8pp | 478.56%-464.9pp |
| Employer contribution / active EE | $13,869 | $3,322+317.5% | $2,842+387.9% | $4,837+186.7% |
| Participant deferral / active EE | $9,910 | $4,514+119.5% | $4,048+144.8% | $6,341+56.3% |
| Admin fee / account holder | $1,219 | $7,114-82.9% | $6,066-79.9% | $12,309-90.1% |