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 | $416,085 | $114,381+263.8% | $107,525+287.0% | $142,382+192.2% |
| Participation rate | 95.2% | 78.1%+17.1pp | 75.1%+20.2pp | 80.1%+15.1pp |
| Annual return | 12.96% | 242.71%-229.7pp | 181.32%-168.4pp | 217.08%-204.1pp |
| Employer contribution / active EE | $16,268 | $4,015+305.2% | $3,754+333.4% | $4,299+278.4% |
| Participant deferral / active EE | $7,561 | $5,564+35.9% | $5,116+47.8% | $6,507+16.2% |
| Admin fee / account holder | $7,993 | $9,860-18.9% | $8,919-10.4% | $12,624-36.7% |