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 | $282,018 | $105,181+168.1% | $159,436+76.9% | $85,850+228.5% |
| Participation rate | 78.8% | 75.8%+3.0pp | 82.8%-4.0pp | 69.3%+9.5pp |
| Annual return | 13.39% | 45.07%-31.7pp | 263.57%-250.2pp | 318.53%-305.1pp |
| Employer contribution / active EE | $5,612 | $3,318+69.1% | $4,829+16.2% | $2,565+118.8% |
| Participant deferral / active EE | $14,234 | $5,945+139.4% | $7,352+93.6% | $3,952+260.2% |
| Admin fee / account holder | $4,229 | $6,933-39.0% | $10,799-60.8% | $6,260-32.4% |