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 | $476,931 | $81,248+487.0% | $155,509+206.7% | $80,856+489.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 14.43% | 33.31%-18.9pp | 64.67%-50.2pp | 35.59%-21.2pp |
| Employer contribution / active EE | $5,484 | $3,100+76.9% | $4,672+17.4% | $2,755+99.1% |
| Participant deferral / active EE | $7,346 | $3,452+112.8% | $5,626+30.6% | $4,296+71.0% |
| Admin fee / account holder | $62,882 | $7,997+686.3% | $15,912+295.2% | $6,918+809.0% |