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 | $308,045 | $85,202+261.5% | $172,739+78.3% | $72,985+322.1% |
| Participation rate | 95.4% | 70.1%+25.3pp | 82.6%+12.8pp | 69.5%+25.9pp |
| Annual return | 18.00% | 27.32%-9.3pp | 802.84%-784.8pp | 81.00%-63.0pp |
| Employer contribution / active EE | $10,552 | $3,324+217.4% | $5,143+105.2% | $2,440+332.5% |
| Participant deferral / active EE | $7,614 | $3,260+133.6% | $5,198+46.5% | $3,607+111.1% |
| Admin fee / account holder | $21,269 | $5,884+261.5% | $13,954+52.4% | $5,124+315.1% |