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 | $470,565 | $77,899+504.1% | $149,673+214.4% | $75,163+526.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 22.45% | 31.72%-9.3pp | 134.42%-112.0pp | 160.62%-138.2pp |
| Employer contribution / active EE | $4,400 | $3,137+40.2% | $4,818-8.7% | $2,670+64.8% |
| Participant deferral / active EE | $5,912 | $3,411+73.3% | $5,680+4.1% | $4,125+43.3% |
| Admin fee / account holder | $4,623 | $5,956-22.4% | $13,210-65.0% | $5,651-18.2% |