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 | $315,903 | $109,881+187.5% | $150,045+110.5% | $84,808+272.5% |
| Participation rate | 97.5% | 76.1%+21.4pp | 82.3%+15.2pp | 68.3%+29.2pp |
| Annual return | 17.54% | 28.25%-10.7pp | 62.55%-45.0pp | 40.90%-23.4pp |
| Employer contribution / active EE | $6,387 | $3,561+79.4% | $4,693+36.1% | $2,631+142.8% |
| Participant deferral / active EE | $13,983 | $6,636+110.7% | $7,997+74.9% | $4,212+232.0% |
| Admin fee / account holder | $20,111 | $8,568+134.7% | $13,435+49.7% | $7,344+173.9% |