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 | $432,142 | $46,869+822.0% | $122,332+253.3% | $70,131+516.2% |
| Participation rate | 96.9% | 58.2%+38.7pp | 71.6%+25.2pp | 69.5%+27.3pp |
| Annual return | 15.16% | 24.22%-9.1pp | 30.27%-15.1pp | 73.14%-58.0pp |
| Employer contribution / active EE | $39,455 | $1,288+2963.7% | $4,050+874.1% | $2,342+1584.3% |
| Participant deferral / active EE | $7,135 | $2,166+229.3% | $3,287+117.1% | $3,332+114.2% |
| Admin fee / account holder | $16,016 | $3,322+382.0% | $5,478+192.4% | $4,645+244.8% |