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 | $357,254 | $77,314+362.1% | $177,989+100.7% | $80,856+341.8% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 15.75% | 18.09%-2.3pp | 294.48%-278.7pp | 35.59%-19.8pp |
| Employer contribution / active EE | $9,654 | $2,292+321.2% | $3,949+144.5% | $2,755+250.4% |
| Participant deferral / active EE | $19,820 | $4,411+349.4% | $6,276+215.8% | $4,296+361.4% |
| Admin fee / account holder | $25,318 | $7,191+252.1% | $10,363+144.3% | $6,918+266.0% |