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 | $449,235 | $99,985+349.3% | $146,665+206.3% | $85,850+423.3% |
| Participation rate | 98.0% | 73.1%+25.0pp | 80.1%+18.0pp | 69.3%+28.7pp |
| Annual return | 14.58% | 18.93%-4.4pp | 22.74%-8.2pp | 318.53%-304.0pp |
| Employer contribution / active EE | $24,348 | $2,559+851.6% | $4,136+488.7% | $2,565+849.2% |
| Participant deferral / active EE | $12,316 | $4,006+207.5% | $5,506+123.7% | $3,952+211.7% |
| Admin fee / account holder | $171,663 | $7,702+2128.7% | $10,280+1569.9% | $6,260+2642.3% |