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 | $256,511 | $127,065+101.9% | $113,168+126.7% | $142,382+80.2% |
| Participation rate | 94.1% | 79.2%+14.9pp | 76.6%+17.6pp | 80.1%+14.0pp |
| Annual return | 17.39% | 24.03%-6.6pp | 24.27%-6.9pp | 217.08%-199.7pp |
| Employer contribution / active EE | $4,125 | $3,442+19.8% | $2,975+38.7% | $4,299-4.0% |
| Participant deferral / active EE | $10,539 | $5,716+84.4% | $5,107+106.4% | $6,507+62.0% |
| Admin fee / account holder | $3,243 | $15,736-79.4% | $12,068-73.1% | $12,624-74.3% |