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 | $373,483 | $163,101+129.0% | $136,749+173.1% | $142,382+162.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 17.90% | 27.54%-9.6pp | 24.33%-6.4pp | 217.08%-199.2pp |
| Employer contribution / active EE | $8,636 | $4,117+109.8% | $3,400+154.0% | $4,299+100.9% |
| Participant deferral / active EE | $16,304 | $5,585+191.9% | $4,692+247.5% | $6,507+150.6% |
| Admin fee / account holder | $57,397 | $14,318+300.9% | $11,386+404.1% | $12,624+354.7% |