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 | $351,302 | $109,881+219.7% | $150,045+134.1% | $84,808+314.2% |
| Participation rate | 97.2% | 76.1%+21.1pp | 82.3%+14.9pp | 68.3%+28.9pp |
| Annual return | 14.22% | 28.25%-14.0pp | 62.55%-48.3pp | 40.90%-26.7pp |
| Employer contribution / active EE | $8,208 | $3,561+130.5% | $4,693+74.9% | $2,631+212.0% |
| Participant deferral / active EE | $8,353 | $6,636+25.9% | $7,997+4.4% | $4,212+98.3% |
| Admin fee / account holder | $52,537 | $8,568+513.2% | $13,435+291.1% | $7,344+615.4% |