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 | $392,436 | $99,985+292.5% | $146,665+167.6% | $85,850+357.1% |
| Participation rate | 88.6% | 73.1%+15.6pp | 80.1%+8.6pp | 69.3%+19.3pp |
| Annual return | 16.23% | 18.93%-2.7pp | 22.74%-6.5pp | 318.53%-302.3pp |
| Employer contribution / active EE | $29,920 | $2,559+1069.4% | $4,136+623.4% | $2,565+1066.4% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $828 | $7,702-89.3% | $10,280-91.9% | $6,260-86.8% |