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 | $347,894 | $109,881+216.6% | $150,045+131.9% | $84,808+310.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 17.77% | 28.25%-10.5pp | 62.55%-44.8pp | 40.90%-23.1pp |
| Employer contribution / active EE | $10,944 | $3,561+207.3% | $4,693+133.2% | $2,631+315.9% |
| Participant deferral / active EE | $11,975 | $6,636+80.5% | $7,997+49.7% | $4,212+184.3% |
| Admin fee / account holder | $10,831 | $8,568+26.4% | $13,435-19.4% | $7,344+47.5% |