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 | $270,823 | $89,753+201.7% | $107,525+151.9% | $84,808+219.3% |
| Participation rate | 92.6% | 68.1%+24.6pp | 75.1%+17.6pp | 68.3%+24.3pp |
| Annual return | 16.15% | 29.48%-13.3pp | 181.32%-165.2pp | 40.90%-24.7pp |
| Employer contribution / active EE | $2,325 | $3,113-25.3% | $3,754-38.1% | $2,631-11.6% |
| Participant deferral / active EE | $8,757 | $4,056+115.9% | $5,116+71.2% | $4,212+107.9% |
| Admin fee / account holder | $27,213 | $7,222+276.8% | $8,919+205.1% | $7,344+270.6% |