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 | $772,616 | $77,813+892.9% | $123,544+525.4% | $64,186+1103.7% |
| Participation rate | 97.2% | 74.7%+22.5pp | 82.3%+14.9pp | 69.6%+27.7pp |
| Annual return | 5.61% | 12.48%-6.9pp | 119.20%-113.6pp | 7.63%-2.0pp |
| Employer contribution / active EE | $10,883 | $3,014+261.1% | $4,628+135.2% | $2,381+357.1% |
| Participant deferral / active EE | $11,613 | $5,240+121.6% | $6,426+80.7% | $3,470+234.7% |
| Admin fee / account holder | $24,464 | $5,519+343.3% | $9,284+163.5% | $4,888+400.5% |