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 | $379,966 | $109,413+247.3% | $156,263+143.2% | $84,808+348.0% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 18.20% | 20.18%-2.0pp | 59.47%-41.3pp | 40.90%-22.7pp |
| Employer contribution / active EE | $6,203 | $2,907+113.4% | $4,333+43.1% | $2,631+135.7% |
| Participant deferral / active EE | $14,085 | $4,590+206.9% | $6,158+128.7% | $4,212+234.4% |
| Admin fee / account holder | $26,423 | $9,357+182.4% | $14,255+85.4% | $7,344+259.8% |