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 | $363,325 | $102,317+255.1% | $146,958+147.2% | $80,856+349.3% |
| Participation rate | 89.3% | 75.8%+13.5pp | 82.2%+7.1pp | 67.6%+21.6pp |
| Annual return | 15.39% | 134.76%-119.4pp | 418.34%-402.9pp | 35.59%-20.2pp |
| Employer contribution / active EE | $8,246 | $3,713+122.1% | $4,933+67.2% | $2,755+199.3% |
| Participant deferral / active EE | $10,931 | $6,644+64.5% | $8,070+35.5% | $4,296+154.5% |
| Admin fee / account holder | $51,406 | $7,941+547.3% | $12,998+295.5% | $6,918+643.1% |