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 | $443,419 | $87,013+409.6% | $106,213+317.5% | $80,856+448.4% |
| Participation rate | 96.0% | 70.4%+25.6pp | 75.3%+20.7pp | 67.6%+28.4pp |
| Annual return | 10.43% | 17.05%-6.6pp | 116.14%-105.7pp | 35.59%-25.2pp |
| Employer contribution / active EE | $7,153 | $2,395+198.6% | $3,171+125.5% | $2,755+159.7% |
| Participant deferral / active EE | $12,156 | $3,986+205.0% | $5,016+142.4% | $4,296+183.0% |
| Admin fee / account holder | $3,232 | $8,431-61.7% | $11,033-70.7% | $6,918-53.3% |