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 | $299,831 | $81,248+269.0% | $155,509+92.8% | $80,856+270.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 14.85% | 33.31%-18.5pp | 64.67%-49.8pp | 35.59%-20.7pp |
| Employer contribution / active EE | $11,658 | $3,100+276.0% | $4,672+149.5% | $2,755+323.2% |
| Participant deferral / active EE | $8,786 | $3,452+154.5% | $5,626+56.2% | $4,296+104.5% |
| Admin fee / account holder | $27,791 | $7,997+247.5% | $15,912+74.7% | $6,918+301.7% |