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 | $273,181 | $87,733+211.4% | $106,548+156.4% | $85,850+218.2% |
| Participation rate | 96.5% | 71.9%+24.6pp | 76.1%+20.4pp | 69.3%+27.2pp |
| Annual return | 13.07% | 21.86%-8.8pp | 26.80%-13.7pp | 318.53%-305.5pp |
| Employer contribution / active EE | $8,140 | $2,073+292.7% | $2,819+188.8% | $2,565+217.3% |
| Participant deferral / active EE | $7,142 | $3,469+105.9% | $4,398+62.4% | $3,952+80.7% |
| Admin fee / account holder | $23,015 | $6,767+240.1% | $7,407+210.7% | $6,260+267.7% |