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 | $322,761 | $85,202+278.8% | $172,739+86.8% | $72,985+342.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 25.00% | 27.32%-2.3pp | 802.84%-777.8pp | 81.00%-56.0pp |
| Employer contribution / active EE | $19,243 | $3,324+478.9% | $5,143+274.2% | $2,440+688.7% |
| Participant deferral / active EE | $13,963 | $3,260+328.3% | $5,198+168.6% | $3,607+287.1% |
| Admin fee / account holder | $3,675 | $5,884-37.5% | $13,954-73.7% | $5,124-28.3% |