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 | $273,072 | $112,096+143.6% | $95,952+184.6% | $158,922+71.8% |
| Participation rate | 94.7% | 79.0%+15.8pp | 77.1%+17.7pp | 82.0%+12.8pp |
| Annual return | 9.62% | 171.09%-161.5pp | 91.61%-82.0pp | 302.83%-293.2pp |
| Employer contribution / active EE | $9,861 | $3,198+208.4% | $2,541+288.1% | $4,761+107.1% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,982-100.0% |
| Admin fee / account holder | $1,995 | $10,130-80.3% | $6,795-70.6% | $11,246-82.3% |