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 | $279,067 | $108,172+158.0% | $77,482+260.2% | $158,922+75.6% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 13.35% | 31.67%-18.3pp | 54.79%-41.4pp | 302.83%-289.5pp |
| Employer contribution / active EE | $5,474 | $1,325+313.1% | $986+454.9% | $4,761+15.0% |
| Participant deferral / active EE | $9,240 | $2,456+276.2% | $1,861+396.4% | $5,982+54.5% |
| Admin fee / account holder | $973 | $3,708-73.8% | $2,858-66.0% | $11,246-91.4% |