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 | $793,924 | $185,822+327.2% | $169,993+367.0% | $139,434+469.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 11.15% | 60.50%-49.3pp | 53.37%-42.2pp | 372.94%-361.8pp |
| Employer contribution / active EE | $1,905 | $7,590-74.9% | $6,785-71.9% | $4,751-59.9% |
| Participant deferral / active EE | $26,869 | $11,622+131.2% | $10,408+158.2% | $6,710+300.4% |
| Admin fee / account holder | $14,592 | $15,381-5.1% | $12,815+13.9% | $11,403+28.0% |