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 | $433,251 | $81,248+433.2% | $155,509+178.6% | $80,856+435.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 11.50% | 33.31%-21.8pp | 64.67%-53.2pp | 35.59%-24.1pp |
| Employer contribution / active EE | $9,908 | $3,100+219.6% | $4,672+112.0% | $2,755+259.7% |
| Participant deferral / active EE | $5,146 | $3,452+49.1% | $5,626-8.5% | $4,296+19.8% |
| Admin fee / account holder | $96,478 | $7,997+1106.4% | $15,912+506.3% | $6,918+1294.6% |