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 | $865,938 | $77,899+1011.6% | $149,673+478.6% | $75,163+1052.1% |
| Participation rate | 90.9% | 65.6%+25.3pp | 78.8%+12.1pp | 67.2%+23.7pp |
| Annual return | 21.93% | 31.72%-9.8pp | 134.42%-112.5pp | 160.62%-138.7pp |
| Employer contribution / active EE | $25,712 | $3,137+719.5% | $4,818+433.7% | $2,670+863.1% |
| Participant deferral / active EE | $22,592 | $3,411+562.3% | $5,680+297.7% | $4,125+447.7% |
| Admin fee / account holder | $65,054 | $5,956+992.2% | $13,210+392.5% | $5,651+1051.2% |