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 | $278,185 | $80,717+244.6% | $154,803+79.7% | $84,808+228.0% |
| Participation rate | 90.2% | 66.8%+23.4pp | 78.1%+12.2pp | 68.3%+21.9pp |
| Annual return | 18.36% | 37.96%-19.6pp | 58.88%-40.5pp | 40.90%-22.5pp |
| Employer contribution / active EE | $13,065 | $2,761+373.1% | $4,305+203.5% | $2,631+396.6% |
| Participant deferral / active EE | $9,200 | $3,303+178.5% | $5,540+66.0% | $4,212+118.4% |
| Admin fee / account holder | $27,879 | $6,746+313.3% | $14,329+94.6% | $7,344+279.6% |