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 | $432,527 | $163,101+165.2% | $136,749+216.3% | $142,382+203.8% |
| Participation rate | 87.5% | 78.2%+9.3pp | 72.1%+15.4pp | 80.1%+7.4pp |
| Annual return | 9.94% | 27.54%-17.6pp | 24.33%-14.4pp | 217.08%-207.1pp |
| Employer contribution / active EE | $18,363 | $4,117+346.1% | $3,400+440.2% | $4,299+327.1% |
| Participant deferral / active EE | $7,468 | $5,585+33.7% | $4,692+59.2% | $6,507+14.8% |
| Admin fee / account holder | $104,645 | $14,318+630.8% | $11,386+819.0% | $12,624+729.0% |