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 | $314,243 | $89,753+250.1% | $107,525+192.3% | $84,808+270.5% |
| Participation rate | 95.3% | 68.1%+27.3pp | 75.1%+20.3pp | 68.3%+27.0pp |
| Annual return | 14.80% | 29.48%-14.7pp | 181.32%-166.5pp | 40.90%-26.1pp |
| Employer contribution / active EE | $23,687 | $3,113+660.8% | $3,754+531.1% | $2,631+800.3% |
| Participant deferral / active EE | $3,284 | $4,056-19.0% | $5,116-35.8% | $4,212-22.0% |
| Admin fee / account holder | $33,742 | $7,222+367.2% | $8,919+278.3% | $7,344+359.5% |