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 | $308,145 | $83,902+267.3% | $167,512+84.0% | $84,808+263.3% |
| Participation rate | 84.0% | 66.5%+17.5pp | 77.1%+6.9pp | 68.3%+15.7pp |
| Annual return | 16.21% | 91.55%-75.3pp | 1615.79%-1599.6pp | 40.90%-24.7pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $10,274 | $4,442+131.3% | $6,405+60.4% | $4,212+143.9% |
| Admin fee / account holder | $20,528 | $7,915+159.4% | $9,769+110.1% | $7,344+179.5% |