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 | $309,279 | $111,754+176.8% | $103,333+199.3% | $145,922+111.9% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.5%-4.5pp | 80.3%-10.3pp |
| Annual return | 11.23% | 24.77%-13.5pp | 24.88%-13.7pp | 561.29%-550.1pp |
| Employer contribution / active EE | $980 | $4,212-76.7% | $3,868-74.7% | $4,660-79.0% |
| Participant deferral / active EE | $4,148 | $5,619-26.2% | $5,057-18.0% | $6,688-38.0% |
| Admin fee / account holder | $22,681 | $9,750+132.6% | $8,355+171.5% | $13,397+69.3% |