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 | $265,984 | $93,571+184.3% | $135,903+95.7% | $75,163+253.9% |
| Participation rate | 93.5% | 75.2%+18.3pp | 81.9%+11.6pp | 67.2%+26.3pp |
| Annual return | 15.45% | 30.90%-15.4pp | 68.23%-52.8pp | 160.62%-145.2pp |
| Employer contribution / active EE | $11,983 | $3,537+238.8% | $4,856+146.8% | $2,670+348.8% |
| Participant deferral / active EE | $13,137 | $6,404+105.1% | $7,758+69.3% | $4,125+218.5% |
| Admin fee / account holder | $15,111 | $6,975+116.6% | $10,762+40.4% | $5,651+167.4% |