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 5-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 | $327,869 | $54,705+499.3% | $71,209+360.4% | $84,808+286.6% |
| Participation rate | 96.0% | 64.1%+31.9pp | 73.8%+22.2pp | 68.3%+27.7pp |
| Annual return | 19.81% | 35.90%-16.1pp | 282.51%-262.7pp | 40.90%-21.1pp |
| Employer contribution / active EE | $4,000 | $2,158+85.4% | $2,721+47.0% | $2,631+52.0% |
| Participant deferral / active EE | $0 | $3,030-100.0% | $4,175-100.0% | $4,212-100.0% |
| Admin fee / account holder | $5,463 | $4,863+12.3% | $5,349+2.1% | $7,344-25.6% |