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 | $419,706 | $89,753+367.6% | $107,525+290.3% | $84,808+394.9% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 14.52% | 29.48%-15.0pp | 181.32%-166.8pp | 40.90%-26.4pp |
| Employer contribution / active EE | $8,652 | $3,113+177.9% | $3,754+130.5% | $2,631+228.8% |
| Participant deferral / active EE | $9,314 | $4,056+129.6% | $5,116+82.1% | $4,212+121.2% |
| Admin fee / account holder | $36,724 | $7,222+408.5% | $8,919+311.8% | $7,344+400.1% |