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 | $377,691 | $165,984+127.5% | $164,813+129.2% | $145,922+158.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 21.95% | 100.03%-78.1pp | 69.93%-48.0pp | 561.29%-539.3pp |
| Employer contribution / active EE | $3,375 | $5,273-36.0% | $4,341-22.2% | $4,660-27.6% |
| Participant deferral / active EE | $11,981 | $6,959+72.2% | $6,031+98.6% | $6,688+79.1% |
| Admin fee / account holder | $4,762 | $16,648-71.4% | $12,690-62.5% | $13,397-64.5% |