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 | $253,926 | $99,877+154.2% | $84,966+198.9% | $145,922+74.0% |
| Participation rate | 87.5% | 74.1%+13.4pp | 67.5%+20.0pp | 80.3%+7.2pp |
| Annual return | 14.26% | 83.76%-69.5pp | 66.38%-52.1pp | 561.29%-547.0pp |
| Employer contribution / active EE | $17,375 | $3,231+437.7% | $2,727+537.1% | $4,660+272.9% |
| Participant deferral / active EE | $7,046 | $5,291+33.2% | $4,519+55.9% | $6,688+5.4% |
| Admin fee / account holder | $6,899 | $7,248-4.8% | $6,149+12.2% | $13,397-48.5% |