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 | $611,140 | $125,758+386.0% | $169,993+259.5% | $75,163+713.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 14.41% | 27.20%-12.8pp | 53.37%-39.0pp | 160.62%-146.2pp |
| Employer contribution / active EE | $29,448 | $4,615+538.1% | $6,785+334.0% | $2,670+1003.0% |
| Participant deferral / active EE | $7,835 | $6,837+14.6% | $10,408-24.7% | $4,125+89.9% |
| Admin fee / account holder | $53,389 | $8,173+553.2% | $12,815+316.6% | $5,651+844.8% |