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 | $410,107 | $185,822+120.7% | $169,993+141.2% | $139,434+194.1% |
| Participation rate | 93.8% | 87.8%+6.0pp | 87.0%+6.8pp | 80.3%+13.4pp |
| Annual return | 12.00% | 60.50%-48.5pp | 53.37%-41.4pp | 372.94%-360.9pp |
| Employer contribution / active EE | $3,000 | $7,590-60.5% | $6,785-55.8% | $4,751-36.9% |
| Participant deferral / active EE | $9,414 | $11,622-19.0% | $10,408-9.5% | $6,710+40.3% |
| Admin fee / account holder | $22,238 | $15,381+44.6% | $12,815+73.5% | $11,403+95.0% |