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 | $437,996 | $109,881+298.6% | $150,045+191.9% | $84,808+416.5% |
| Participation rate | 90.6% | 76.1%+14.5pp | 82.3%+8.3pp | 68.3%+22.3pp |
| Annual return | 14.43% | 28.25%-13.8pp | 62.55%-48.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $4,852 | $3,561+36.2% | $4,693+3.4% | $2,631+84.4% |
| Participant deferral / active EE | $16,148 | $6,636+143.3% | $7,997+101.9% | $4,212+283.4% |
| Admin fee / account holder | $990 | $8,568-88.5% | $13,435-92.6% | $7,344-86.5% |