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 | $310,451 | $176,056+76.3% | $159,436+94.7% | $167,490+85.4% |
| Participation rate | 93.8% | 84.9%+8.8pp | 82.8%+10.9pp | 82.1%+11.6pp |
| Annual return | 12.08% | 331.75%-319.7pp | 263.57%-251.5pp | 478.56%-466.5pp |
| Employer contribution / active EE | $12,082 | $5,297+128.1% | $4,829+150.2% | $4,837+149.8% |
| Participant deferral / active EE | $12,622 | $7,750+62.9% | $7,352+71.7% | $6,341+99.0% |
| Admin fee / account holder | $113,033 | $12,554+800.4% | $10,799+946.7% | $12,309+818.3% |