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 | $254,921 | $89,753+184.0% | $107,525+137.1% | $84,808+200.6% |
| Participation rate | 96.4% | 68.1%+28.4pp | 75.1%+21.4pp | 68.3%+28.1pp |
| Annual return | 15.67% | 29.48%-13.8pp | 181.32%-165.6pp | 40.90%-25.2pp |
| Employer contribution / active EE | $7,512 | $3,113+141.3% | $3,754+100.1% | $2,631+185.5% |
| Participant deferral / active EE | $8,064 | $4,056+98.8% | $5,116+57.6% | $4,212+91.5% |
| Admin fee / account holder | $7,335 | $7,222+1.6% | $8,919-17.8% | $7,344-0.1% |