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 | $280,313 | $81,248+245.0% | $155,509+80.3% | $80,856+246.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 12.09% | 33.31%-21.2pp | 64.67%-52.6pp | 35.59%-23.5pp |
| Employer contribution / active EE | $7,889 | $3,100+154.5% | $4,672+68.8% | $2,755+186.4% |
| Participant deferral / active EE | $5,555 | $3,452+60.9% | $5,626-1.3% | $4,296+29.3% |
| Admin fee / account holder | $17,218 | $7,997+115.3% | $15,912+8.2% | $6,918+148.9% |