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 | $366,248 | $117,841+210.8% | $102,423+257.6% | $145,922+151.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.89% | 31.65%-21.8pp | 29.32%-19.4pp | 561.29%-551.4pp |
| Employer contribution / active EE | $13,968 | $3,615+286.4% | $3,023+362.0% | $4,660+199.8% |
| Participant deferral / active EE | $6,835 | $5,731+19.3% | $5,053+35.3% | $6,688+2.2% |
| Admin fee / account holder | $84,150 | $13,326+531.5% | $9,451+790.4% | $13,397+528.1% |