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 | $326,892 | $88,751+268.3% | $81,812+299.6% | $145,922+124.0% |
| Participation rate | 84.2% | 75.0%+9.2pp | 72.3%+11.9pp | 80.3%+3.9pp |
| Annual return | 13.04% | 1025.40%-1012.4pp | 773.79%-760.8pp | 561.29%-548.2pp |
| Employer contribution / active EE | $18,434 | $3,083+497.9% | $2,912+533.0% | $4,660+295.6% |
| Participant deferral / active EE | $7,812 | $4,643+68.3% | $4,319+80.9% | $6,688+16.8% |
| Admin fee / account holder | $20,379 | $8,415+142.2% | $7,386+175.9% | $13,397+52.1% |