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 | $347,809 | $159,602+117.9% | $150,045+131.8% | $142,382+144.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 22.26% | 70.24%-48.0pp | 62.55%-40.3pp | 217.08%-194.8pp |
| Employer contribution / active EE | $19,602 | $4,961+295.2% | $4,693+317.7% | $4,299+355.9% |
| Participant deferral / active EE | $16,689 | $8,310+100.8% | $7,997+108.7% | $6,507+156.5% |
| Admin fee / account holder | $6,466 | $14,846-56.4% | $13,435-51.9% | $12,624-48.8% |