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 | $467,364 | $109,413+327.2% | $156,263+199.1% | $84,808+451.1% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 12.90% | 20.18%-7.3pp | 59.47%-46.6pp | 40.90%-28.0pp |
| Employer contribution / active EE | $12,293 | $2,907+322.9% | $4,333+183.7% | $2,631+367.2% |
| Participant deferral / active EE | $12,462 | $4,590+171.5% | $6,158+102.4% | $4,212+195.9% |
| Admin fee / account holder | $48,269 | $9,357+415.9% | $14,255+238.6% | $7,344+557.3% |