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 | $424,408 | $112,881+276.0% | $90,951+366.6% | $158,922+167.1% |
| Participation rate | 72.7% | 74.7%-2.0pp | 69.0%+3.7pp | 82.0%-9.2pp |
| Annual return | 11.24% | 215.79%-204.6pp | 134.60%-123.4pp | 302.83%-291.6pp |
| Employer contribution / active EE | $1,001 | $2,893-65.4% | $2,122-52.8% | $4,761-79.0% |
| Participant deferral / active EE | $4,084 | $4,128-1.1% | $3,373+21.1% | $5,982-31.7% |
| Admin fee / account holder | $46,375 | $8,041+476.8% | $5,959+678.3% | $11,246+312.4% |