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 | $407,974 | $177,572+129.8% | $154,803+163.5% | $142,382+186.5% |
| Participation rate | 76.5% | 82.1%-5.6pp | 78.1%-1.6pp | 80.1%-3.6pp |
| Annual return | 17.24% | 65.07%-47.8pp | 58.88%-41.6pp | 217.08%-199.8pp |
| Employer contribution / active EE | $11,612 | $4,810+141.4% | $4,305+169.7% | $4,299+170.1% |
| Participant deferral / active EE | $2,874 | $6,272-54.2% | $5,540-48.1% | $6,507-55.8% |
| Admin fee / account holder | $8,771 | $16,786-47.7% | $14,329-38.8% | $12,624-30.5% |