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 | $295,210 | $91,538+222.5% | $129,995+127.1% | $75,163+292.8% |
| Participation rate | 92.3% | 71.4%+20.9pp | 78.5%+13.8pp | 67.2%+25.1pp |
| Annual return | 13.16% | -631.11%+644.3pp | -137.18%+150.3pp | 160.62%-147.5pp |
| Employer contribution / active EE | $2,433 | $2,845-14.5% | $4,320-43.7% | $2,670-8.9% |
| Participant deferral / active EE | $8,027 | $4,341+84.9% | $5,820+37.9% | $4,125+94.6% |
| Admin fee / account holder | $39,960 | $6,790+488.5% | $10,614+276.5% | $5,651+607.1% |