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 | $270,828 | $109,413+147.5% | $156,263+73.3% | $84,808+219.3% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 13.58% | 20.18%-6.6pp | 59.47%-45.9pp | 40.90%-27.3pp |
| Employer contribution / active EE | $13,406 | $2,907+361.2% | $4,333+209.4% | $2,631+409.5% |
| Participant deferral / active EE | $12,007 | $4,590+161.6% | $6,158+95.0% | $4,212+185.1% |
| Admin fee / account holder | $61,472 | $9,357+557.0% | $14,255+331.2% | $7,344+737.1% |