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 | $288,711 | $105,181+174.5% | $159,436+81.1% | $85,850+236.3% |
| Participation rate | 96.2% | 75.8%+20.4pp | 82.8%+13.3pp | 69.3%+26.8pp |
| Annual return | 13.86% | 45.07%-31.2pp | 263.57%-249.7pp | 318.53%-304.7pp |
| Employer contribution / active EE | $5,917 | $3,318+78.3% | $4,829+22.5% | $2,565+130.7% |
| Participant deferral / active EE | $9,037 | $5,945+52.0% | $7,352+22.9% | $3,952+128.7% |
| Admin fee / account holder | $26,833 | $6,933+287.0% | $10,799+148.5% | $6,260+328.7% |