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 | $464,127 | $76,552+506.3% | $123,892+274.6% | $62,891+638.0% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 8.25% | 18.68%-10.4pp | 47.52%-39.3pp | 20.14%-11.9pp |
| Employer contribution / active EE | $6,687 | $2,883+132.0% | $4,617+44.8% | $2,281+193.2% |
| Participant deferral / active EE | $13,464 | $4,840+178.2% | $5,984+125.0% | $3,203+320.4% |
| Admin fee / account holder | $26,629 | $4,826+451.8% | $8,357+218.6% | $4,296+519.9% |