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 | $370,227 | $87,013+325.5% | $106,213+248.6% | $80,856+357.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 25.76% | 17.05%+8.7pp | 116.14%-90.4pp | 35.59%-9.8pp |
| Employer contribution / active EE | $1,603 | $2,395-33.1% | $3,171-49.5% | $2,755-41.8% |
| Participant deferral / active EE | $3,202 | $3,986-19.7% | $5,016-36.2% | $4,296-25.5% |
| Admin fee / account holder | $13,458 | $8,431+59.6% | $11,033+22.0% | $6,918+94.5% |