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 | $332,711 | $53,777+518.7% | $134,143+148.0% | $79,858+316.6% |
| Participation rate | 89.6% | 58.8%+30.8pp | 72.2%+17.4pp | 69.6%+19.9pp |
| Annual return | 15.68% | 19.01%-3.3pp | 36.33%-20.7pp | 31.71%-16.0pp |
| Employer contribution / active EE | $4,416 | $1,321+234.2% | $3,704+19.2% | $2,471+78.7% |
| Participant deferral / active EE | $8,340 | $2,420+244.6% | $3,499+138.4% | $3,740+123.0% |
| Admin fee / account holder | $41,413 | $3,984+939.5% | $6,684+519.5% | $5,306+680.4% |