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 | $256,675 | $105,181+144.0% | $159,436+61.0% | $85,850+199.0% |
| Participation rate | 96.3% | 75.8%+20.5pp | 82.8%+13.5pp | 69.3%+27.0pp |
| Annual return | 17.90% | 45.07%-27.2pp | 263.57%-245.7pp | 318.53%-300.6pp |
| Employer contribution / active EE | $914 | $3,318-72.5% | $4,829-81.1% | $2,565-64.4% |
| Participant deferral / active EE | $8,913 | $5,945+49.9% | $7,352+21.2% | $3,952+125.5% |
| Admin fee / account holder | $7,909 | $6,933+14.1% | $10,799-26.8% | $6,260+26.3% |