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 | $276,278 | $77,899+254.7% | $149,673+84.6% | $75,163+267.6% |
| Participation rate | 90.6% | 65.6%+25.0pp | 78.8%+11.9pp | 67.2%+23.4pp |
| Annual return | 13.53% | 31.72%-18.2pp | 134.42%-120.9pp | 160.62%-147.1pp |
| Employer contribution / active EE | $8,684 | $3,137+176.8% | $4,818+80.3% | $2,670+225.3% |
| Participant deferral / active EE | $4,513 | $3,411+32.3% | $5,680-20.5% | $4,125+9.4% |
| Admin fee / account holder | $7,004 | $5,956+17.6% | $13,210-47.0% | $5,651+23.9% |