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 | $866,125 | $109,881+688.2% | $150,045+477.2% | $84,808+921.3% |
| Participation rate | 88.9% | 76.1%+12.8pp | 82.3%+6.6pp | 68.3%+20.6pp |
| Annual return | 14.96% | 28.25%-13.3pp | 62.55%-47.6pp | 40.90%-25.9pp |
| Employer contribution / active EE | $10,790 | $3,561+203.0% | $4,693+129.9% | $2,631+310.1% |
| Participant deferral / active EE | $15,944 | $6,636+140.3% | $7,997+99.4% | $4,212+278.6% |
| Admin fee / account holder | $57,297 | $8,568+568.7% | $13,435+326.5% | $7,344+680.2% |