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 | $308,718 | $54,705+464.3% | $71,209+333.5% | $84,808+264.0% |
| Participation rate | 82.2% | 64.1%+18.2pp | 73.8%+8.5pp | 68.3%+13.9pp |
| Annual return | 16.36% | 35.90%-19.5pp | 282.51%-266.2pp | 40.90%-24.5pp |
| Employer contribution / active EE | $11,511 | $2,158+433.5% | $2,721+323.1% | $2,631+337.5% |
| Participant deferral / active EE | $10,134 | $3,030+234.4% | $4,175+142.7% | $4,212+140.6% |
| Admin fee / account holder | $8,880 | $4,863+82.6% | $5,349+66.0% | $7,344+20.9% |