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 | $517,702 | $56,053+823.6% | $75,972+581.4% | $80,856+540.3% |
| Participation rate | 97.0% | 62.0%+34.9pp | 69.1%+27.9pp | 67.6%+29.3pp |
| Annual return | 13.26% | 20.53%-7.3pp | 359.55%-346.3pp | 35.59%-22.3pp |
| Employer contribution / active EE | $24,024 | $1,874+1181.9% | $2,685+794.8% | $2,755+772.1% |
| Participant deferral / active EE | $15,688 | $3,052+414.1% | $4,255+268.6% | $4,296+265.2% |
| Admin fee / account holder | $17,791 | $5,234+239.9% | $6,467+175.1% | $6,918+157.2% |