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 | $285,926 | $89,753+218.6% | $107,525+165.9% | $84,808+237.1% |
| Participation rate | 97.7% | 68.1%+29.7pp | 75.1%+22.7pp | 68.3%+29.4pp |
| Annual return | 15.34% | 29.48%-14.1pp | 181.32%-166.0pp | 40.90%-25.6pp |
| Employer contribution / active EE | $4,118 | $3,113+32.3% | $3,754+9.7% | $2,631+56.5% |
| Participant deferral / active EE | $13,706 | $4,056+237.9% | $5,116+167.9% | $4,212+225.4% |
| Admin fee / account holder | $15,239 | $7,222+111.0% | $8,919+70.9% | $7,344+107.5% |