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 | $322,316 | $77,314+316.9% | $177,989+81.1% | $80,856+298.6% |
| Participation rate | 90.5% | 65.7%+24.8pp | 77.1%+13.4pp | 67.6%+22.8pp |
| Annual return | 15.75% | 18.09%-2.3pp | 294.48%-278.7pp | 35.59%-19.8pp |
| Employer contribution / active EE | $6,626 | $2,292+189.1% | $3,949+67.8% | $2,755+140.5% |
| Participant deferral / active EE | $14,153 | $4,411+220.9% | $6,276+125.5% | $4,296+229.5% |
| Admin fee / account holder | $5,019 | $7,191-30.2% | $10,363-51.6% | $6,918-27.4% |