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 | $259,925 | $76,000+242.0% | $154,107+68.7% | $64,186+305.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 8.86% | 30.32%-21.5pp | 735.12%-726.3pp | 7.63%+1.2pp |
| Employer contribution / active EE | $7,895 | $3,351+135.6% | $5,298+49.0% | $2,381+231.6% |
| Participant deferral / active EE | $5,747 | $3,175+81.0% | $5,081+13.1% | $3,470+65.6% |
| Admin fee / account holder | $4,923 | $5,596-12.0% | $13,411-63.3% | $4,888+0.7% |