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 | $255,487 | $81,248+214.5% | $155,509+64.3% | $80,856+216.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 16.45% | 33.31%-16.9pp | 64.67%-48.2pp | 35.59%-19.1pp |
| Employer contribution / active EE | $8,722 | $3,100+181.3% | $4,672+86.7% | $2,755+216.6% |
| Participant deferral / active EE | $10,079 | $3,452+192.0% | $5,626+79.1% | $4,296+134.6% |
| Admin fee / account holder | $933 | $7,997-88.3% | $15,912-94.1% | $6,918-86.5% |