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 | $279,509 | $89,753+211.4% | $107,525+159.9% | $84,808+229.6% |
| Participation rate | 89.7% | 68.1%+21.7pp | 75.1%+14.7pp | 68.3%+21.4pp |
| Annual return | 13.31% | 29.48%-16.2pp | 181.32%-168.0pp | 40.90%-27.6pp |
| Employer contribution / active EE | $10,755 | $3,113+245.4% | $3,754+186.5% | $2,631+308.8% |
| Participant deferral / active EE | $12,245 | $4,056+201.9% | $5,116+139.4% | $4,212+190.8% |
| Admin fee / account holder | $35,438 | $7,222+390.7% | $8,919+297.3% | $7,344+382.6% |