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 | $321,859 | $54,705+488.4% | $71,209+352.0% | $84,808+279.5% |
| Participation rate | 82.8% | 64.1%+18.7pp | 73.8%+9.0pp | 68.3%+14.4pp |
| Annual return | 14.35% | 35.90%-21.5pp | 282.51%-268.2pp | 40.90%-26.5pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $11,096 | $3,030+266.2% | $4,175+165.8% | $4,212+163.5% |
| Admin fee / account holder | $17,097 | $4,863+251.5% | $5,349+219.6% | $7,344+132.8% |