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 | $474,837 | $91,190+420.7% | $178,490+166.0% | $79,858+494.6% |
| Participation rate | 92.6% | 69.2%+23.4pp | 81.9%+10.7pp | 69.6%+23.0pp |
| Annual return | 16.27% | 24.19%-7.9pp | 151.07%-134.8pp | 31.71%-15.4pp |
| Employer contribution / active EE | $9,301 | $3,256+185.7% | $5,011+85.6% | $2,471+276.4% |
| Participant deferral / active EE | $5,594 | $3,236+72.9% | $5,202+7.5% | $3,740+49.6% |
| Admin fee / account holder | $53,223 | $6,751+688.4% | $13,984+280.6% | $5,306+903.0% |