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 | $355,487 | $93,571+279.9% | $135,903+161.6% | $75,163+373.0% |
| Participation rate | 98.0% | 75.2%+22.8pp | 81.9%+16.1pp | 67.2%+30.8pp |
| Annual return | 17.51% | 30.90%-13.4pp | 68.23%-50.7pp | 160.62%-143.1pp |
| Employer contribution / active EE | $19,364 | $3,537+447.5% | $4,856+298.7% | $2,670+625.3% |
| Participant deferral / active EE | $11,697 | $6,404+82.6% | $7,758+50.8% | $4,125+183.6% |
| Admin fee / account holder | $49,748 | $6,975+613.2% | $10,762+362.3% | $5,651+780.3% |