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 | $374,292 | $85,022+340.2% | $70,515+430.8% | $139,434+168.4% |
| Participation rate | 83.3% | 73.9%+9.4pp | 68.3%+15.0pp | 80.3%+3.0pp |
| Annual return | 12.87% | 30.38%-17.5pp | 32.77%-19.9pp | 372.94%-360.1pp |
| Employer contribution / active EE | $23,676 | $3,909+505.7% | $2,973+696.2% | $4,751+398.4% |
| Participant deferral / active EE | $18,731 | $5,890+218.0% | $4,567+310.2% | $6,710+179.1% |
| Admin fee / account holder | $7,198 | $8,906-19.2% | $6,412+12.3% | $11,403-36.9% |