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 | $379,113 | $70,669+436.5% | $169,368+123.8% | $75,163+404.4% |
| Participation rate | 94.0% | 64.8%+29.2pp | 77.1%+16.9pp | 67.2%+26.8pp |
| Annual return | 21.20% | 36.36%-15.2pp | 405.60%-384.4pp | 160.62%-139.4pp |
| Employer contribution / active EE | $1,890 | $2,211-14.5% | $4,013-52.9% | $2,670-29.2% |
| Participant deferral / active EE | $12,619 | $4,311+192.8% | $6,221+102.8% | $4,125+205.9% |
| Admin fee / account holder | $10,493 | $5,402+94.2% | $9,003+16.6% | $5,651+85.7% |