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 | $257,445 | $95,416+169.8% | $185,823+38.5% | $85,850+199.9% |
| Participation rate | 98.6% | 68.8%+29.8pp | 81.7%+16.9pp | 69.3%+29.2pp |
| Annual return | 13.54% | 23.59%-10.0pp | 122.05%-108.5pp | 318.53%-305.0pp |
| Employer contribution / active EE | $8,309 | $3,314+150.7% | $5,167+60.8% | $2,565+223.9% |
| Participant deferral / active EE | $6,498 | $3,423+89.8% | $5,568+16.7% | $3,952+64.4% |
| Admin fee / account holder | $24,382 | $7,213+238.0% | $16,237+50.2% | $6,260+289.5% |