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 | $276,131 | $95,416+189.4% | $185,823+48.6% | $85,850+221.6% |
| Participation rate | 95.3% | 68.8%+26.6pp | 81.7%+13.6pp | 69.3%+26.0pp |
| Annual return | 19.31% | 23.59%-4.3pp | 122.05%-102.7pp | 318.53%-299.2pp |
| Employer contribution / active EE | $8,094 | $3,314+144.3% | $5,167+56.6% | $2,565+215.5% |
| Participant deferral / active EE | $7,033 | $3,423+105.4% | $5,568+26.3% | $3,952+78.0% |
| Admin fee / account holder | $11,440 | $7,213+58.6% | $16,237-29.5% | $6,260+82.8% |