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 | $294,274 | $109,359+169.1% | $162,163+81.5% | $72,985+303.2% |
| Participation rate | 98.0% | 84.3%+13.7pp | 87.6%+10.4pp | 69.5%+28.5pp |
| Annual return | 38.53% | 25.46%+13.1pp | 115.59%-77.1pp | 81.00%-42.5pp |
| Employer contribution / active EE | $25,937 | $3,907+563.8% | $5,614+362.0% | $2,440+963.0% |
| Participant deferral / active EE | $16,043 | $5,481+192.7% | $7,298+119.8% | $3,607+344.7% |
| Admin fee / account holder | $9,086 | $7,972+14.0% | $10,843-16.2% | $5,124+77.3% |