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 | $384,850 | $98,750+289.7% | $149,696+157.1% | $79,858+381.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 17.87% | 27.43%-9.6pp | 276.60%-258.7pp | 31.71%-13.8pp |
| Employer contribution / active EE | $3,504 | $3,216+8.9% | $4,644-24.5% | $2,471+41.8% |
| Participant deferral / active EE | $10,982 | $5,680+93.3% | $6,842+60.5% | $3,740+193.6% |
| Admin fee / account holder | $85,634 | $6,053+1314.8% | $9,309+819.9% | $5,306+1513.8% |