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 | $416,469 | $123,793+236.4% | $177,821+134.2% | $79,858+421.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 15.31% | 22.82%-7.5pp | 48.32%-33.0pp | 31.71%-16.4pp |
| Employer contribution / active EE | $8,103 | $4,095+97.9% | $5,918+36.9% | $2,471+228.0% |
| Participant deferral / active EE | $14,356 | $5,956+141.0% | $7,714+86.1% | $3,740+283.8% |
| Admin fee / account holder | $3,492 | $7,243-51.8% | $12,427-71.9% | $5,306-34.2% |