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 | $388,913 | $148,978+161.1% | $200,582+93.9% | $84,808+358.6% |
| Participation rate | 98.0% | 84.2%+13.8pp | 86.9%+11.1pp | 68.3%+29.7pp |
| Annual return | 15.55% | 28.16%-12.6pp | 42.33%-26.8pp | 40.90%-25.3pp |
| Employer contribution / active EE | $12,475 | $4,815+159.1% | $6,419+94.3% | $2,631+374.2% |
| Participant deferral / active EE | $20,428 | $7,142+186.0% | $9,331+118.9% | $4,212+385.1% |
| Admin fee / account holder | $4,680 | $13,977-66.5% | $16,305-71.3% | $7,344-36.3% |