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 | $363,817 | $102,317+255.6% | $146,958+147.6% | $80,856+350.0% |
| Participation rate | 93.5% | 75.8%+17.7pp | 82.2%+11.4pp | 67.6%+25.9pp |
| Annual return | 13.30% | 134.76%-121.5pp | 418.34%-405.0pp | 35.59%-22.3pp |
| Employer contribution / active EE | $4,764 | $3,713+28.3% | $4,933-3.4% | $2,755+72.9% |
| Participant deferral / active EE | $14,736 | $6,644+121.8% | $8,070+82.6% | $4,296+243.0% |
| Admin fee / account holder | $10,292 | $7,941+29.6% | $12,998-20.8% | $6,918+48.8% |