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 | $464,121 | $80,717+475.0% | $154,803+199.8% | $84,808+447.3% |
| Participation rate | 97.9% | 66.8%+31.1pp | 78.1%+19.8pp | 68.3%+29.6pp |
| Annual return | 16.04% | 37.96%-21.9pp | 58.88%-42.8pp | 40.90%-24.9pp |
| Employer contribution / active EE | $9,182 | $2,761+232.5% | $4,305+113.3% | $2,631+249.0% |
| Participant deferral / active EE | $6,980 | $3,303+111.3% | $5,540+26.0% | $4,212+65.7% |
| Admin fee / account holder | $27,436 | $6,746+306.7% | $14,329+91.5% | $7,344+273.6% |