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 | $350,402 | $91,190+284.3% | $178,490+96.3% | $79,858+338.8% |
| Participation rate | 89.8% | 69.2%+20.6pp | 81.9%+7.9pp | 69.6%+20.2pp |
| Annual return | 16.89% | 24.19%-7.3pp | 151.07%-134.2pp | 31.71%-14.8pp |
| Employer contribution / active EE | $10,204 | $3,256+213.4% | $5,011+103.7% | $2,471+313.0% |
| Participant deferral / active EE | $6,579 | $3,236+103.3% | $5,202+26.5% | $3,740+75.9% |
| Admin fee / account holder | $834 | $6,751-87.6% | $13,984-94.0% | $5,306-84.3% |