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 | $567,857 | $102,317+455.0% | $146,958+286.4% | $80,856+602.3% |
| Participation rate | 98.1% | 75.8%+22.2pp | 82.2%+15.9pp | 67.6%+30.4pp |
| Annual return | 15.21% | 134.76%-119.5pp | 418.34%-403.1pp | 35.59%-20.4pp |
| Employer contribution / active EE | $14,180 | $3,713+281.9% | $4,933+187.5% | $2,755+414.7% |
| Participant deferral / active EE | $16,283 | $6,644+145.1% | $8,070+101.8% | $4,296+279.0% |
| Admin fee / account holder | $62,901 | $7,941+692.1% | $12,998+383.9% | $6,918+809.2% |