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 | $867,471 | $81,248+967.7% | $155,509+457.8% | $80,856+972.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 14.59% | 33.31%-18.7pp | 64.67%-50.1pp | 35.59%-21.0pp |
| Employer contribution / active EE | $39,250 | $3,100+1166.0% | $4,672+740.0% | $2,755+1324.8% |
| Participant deferral / active EE | $25,018 | $3,452+624.8% | $5,626+344.7% | $4,296+482.4% |
| Admin fee / account holder | $55,422 | $7,997+593.0% | $15,912+248.3% | $6,918+701.1% |