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 | $334,153 | $93,571+257.1% | $135,903+145.9% | $75,163+344.6% |
| Participation rate | 94.7% | 75.2%+19.6pp | 81.9%+12.8pp | 67.2%+27.5pp |
| Annual return | 17.15% | 30.90%-13.7pp | 68.23%-51.1pp | 160.62%-143.5pp |
| Employer contribution / active EE | $8,945 | $3,537+152.9% | $4,856+84.2% | $2,670+235.0% |
| Participant deferral / active EE | $13,283 | $6,404+107.4% | $7,758+71.2% | $4,125+222.0% |
| Admin fee / account holder | $9,966 | $6,975+42.9% | $10,762-7.4% | $5,651+76.4% |