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 | $384,149 | $98,750+289.0% | $149,696+156.6% | $79,858+381.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 13.52% | 27.43%-13.9pp | 276.60%-263.1pp | 31.71%-18.2pp |
| Employer contribution / active EE | $5,420 | $3,216+68.5% | $4,644+16.7% | $2,471+119.4% |
| Participant deferral / active EE | $9,752 | $5,680+71.7% | $6,842+42.5% | $3,740+160.7% |
| Admin fee / account holder | $14,238 | $6,053+135.2% | $9,309+53.0% | $5,306+168.3% |