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 | $471,100 | $109,881+328.7% | $150,045+214.0% | $84,808+455.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 14.50% | 28.25%-13.7pp | 62.55%-48.0pp | 40.90%-26.4pp |
| Employer contribution / active EE | $10,213 | $3,561+186.8% | $4,693+117.6% | $2,631+288.2% |
| Participant deferral / active EE | $8,181 | $6,636+23.3% | $7,997+2.3% | $4,212+94.2% |
| Admin fee / account holder | $28,009 | $8,568+226.9% | $13,435+108.5% | $7,344+281.4% |