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 | $450,742 | $81,248+454.8% | $155,509+189.8% | $80,856+457.5% |
| Participation rate | 89.5% | 66.2%+23.2pp | 78.2%+11.3pp | 67.6%+21.8pp |
| Annual return | 12.86% | 33.31%-20.5pp | 64.67%-51.8pp | 35.59%-22.7pp |
| Employer contribution / active EE | $13,463 | $3,100+334.2% | $4,672+188.1% | $2,755+388.7% |
| Participant deferral / active EE | $9,181 | $3,452+166.0% | $5,626+63.2% | $4,296+113.7% |
| Admin fee / account holder | $17,371 | $7,997+117.2% | $15,912+9.2% | $6,918+151.1% |