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 | $362,371 | $77,314+368.7% | $177,989+103.6% | $80,856+348.2% |
| Participation rate | 90.0% | 65.7%+24.3pp | 77.1%+12.9pp | 67.6%+22.4pp |
| Annual return | 18.94% | 18.09%+0.9pp | 294.48%-275.5pp | 35.59%-16.7pp |
| Employer contribution / active EE | $12,772 | $2,292+457.2% | $3,949+223.4% | $2,755+363.6% |
| Participant deferral / active EE | $4,096 | $4,411-7.1% | $6,276-34.7% | $4,296-4.7% |
| Admin fee / account holder | $30,836 | $7,191+328.8% | $10,363+197.5% | $6,918+345.7% |