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 | $360,352 | $70,428+411.7% | $96,562+273.2% | $85,850+319.7% |
| Participation rate | 91.4% | 61.8%+29.6pp | 69.8%+21.6pp | 69.3%+22.1pp |
| Annual return | 15.09% | 18.59%-3.5pp | 37.78%-22.7pp | 318.53%-303.4pp |
| Employer contribution / active EE | $8,596 | $1,413+508.3% | $2,356+264.8% | $2,565+235.1% |
| Participant deferral / active EE | $7,988 | $2,894+176.0% | $3,849+107.5% | $3,952+102.1% |
| Admin fee / account holder | $4,252 | $4,997-14.9% | $6,181-31.2% | $6,260-32.1% |