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 | $605,619 | $104,974+476.9% | $95,585+533.6% | $142,382+325.3% |
| Participation rate | 83.3% | 75.0%+8.4pp | 72.1%+11.3pp | 80.1%+3.2pp |
| Annual return | 16.00% | 210.33%-194.3pp | 38.56%-22.6pp | 217.08%-201.1pp |
| Employer contribution / active EE | $4,060 | $2,779+46.1% | $2,527+60.7% | $4,299-5.6% |
| Participant deferral / active EE | $5,892 | $4,352+35.4% | $4,023+46.5% | $6,507-9.5% |
| Admin fee / account holder | $78,537 | $6,386+1129.8% | $6,127+1181.7% | $12,624+522.1% |