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 | $253,672 | $91,190+178.2% | $178,490+42.1% | $79,858+217.7% |
| Participation rate | 98.1% | 69.2%+28.9pp | 81.9%+16.2pp | 69.6%+28.5pp |
| Annual return | 15.49% | 24.19%-8.7pp | 151.07%-135.6pp | 31.71%-16.2pp |
| Employer contribution / active EE | $15,419 | $3,256+373.6% | $5,011+207.7% | $2,471+524.0% |
| Participant deferral / active EE | $9,926 | $3,236+206.7% | $5,202+90.8% | $3,740+165.4% |
| Admin fee / account holder | $8,018 | $6,751+18.8% | $13,984-42.7% | $5,306+51.1% |