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 | $264,088 | $89,355+195.6% | $141,162+87.1% | $72,985+261.8% |
| Participation rate | 90.6% | 75.1%+15.5pp | 82.5%+8.2pp | 69.5%+21.1pp |
| Annual return | 19.88% | 111.85%-92.0pp | 71.39%-51.5pp | 81.00%-61.1pp |
| Employer contribution / active EE | $9,315 | $3,114+199.1% | $4,735+96.7% | $2,440+281.8% |
| Participant deferral / active EE | $12,038 | $5,418+122.2% | $6,709+79.4% | $3,607+233.7% |
| Admin fee / account holder | $19,756 | $5,958+231.6% | $10,261+92.5% | $5,124+285.5% |