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 | $415,408 | $111,754+271.7% | $103,333+302.0% | $145,922+184.7% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.5%+15.5pp | 80.3%+9.7pp |
| Annual return | 17.98% | 24.77%-6.8pp | 24.88%-6.9pp | 561.29%-543.3pp |
| Employer contribution / active EE | $17,639 | $4,212+318.7% | $3,868+356.0% | $4,660+278.5% |
| Participant deferral / active EE | $8,335 | $5,619+48.3% | $5,057+64.8% | $6,688+24.6% |
| Admin fee / account holder | $1,891 | $9,750-80.6% | $8,355-77.4% | $13,397-85.9% |