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 | $378,623 | $85,766+341.5% | $136,294+177.8% | $70,131+439.9% |
| Participation rate | 95.7% | 74.2%+21.5pp | 81.9%+13.7pp | 69.5%+26.1pp |
| Annual return | 22.22% | 31.45%-9.2pp | 5155.94%-5133.7pp | 73.14%-50.9pp |
| Employer contribution / active EE | $13,612 | $2,966+358.9% | $4,695+189.9% | $2,342+481.1% |
| Participant deferral / active EE | $12,553 | $5,051+148.5% | $6,247+100.9% | $3,332+276.8% |
| Admin fee / account holder | $10,733 | $5,420+98.0% | $9,243+16.1% | $4,645+131.0% |