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 | $408,359 | $80,717+405.9% | $154,803+163.8% | $84,808+381.5% |
| Participation rate | 90.9% | 66.8%+24.1pp | 78.1%+12.8pp | 68.3%+22.6pp |
| Annual return | 13.94% | 37.96%-24.0pp | 58.88%-44.9pp | 40.90%-27.0pp |
| Employer contribution / active EE | $14,265 | $2,761+416.6% | $4,305+231.3% | $2,631+442.2% |
| Participant deferral / active EE | $8,039 | $3,303+143.4% | $5,540+45.1% | $4,212+90.9% |
| Admin fee / account holder | $2,150 | $6,746-68.1% | $14,329-85.0% | $7,344-70.7% |