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 | $401,376 | $93,571+329.0% | $135,903+195.3% | $75,163+434.0% |
| Participation rate | 94.1% | 75.2%+18.9pp | 81.9%+12.2pp | 67.2%+26.9pp |
| Annual return | 22.17% | 30.90%-8.7pp | 68.23%-46.1pp | 160.62%-138.5pp |
| Employer contribution / active EE | $5,950 | $3,537+68.2% | $4,856+22.5% | $2,670+122.9% |
| Participant deferral / active EE | $15,448 | $6,404+141.2% | $7,758+99.1% | $4,125+274.5% |
| Admin fee / account holder | $45,671 | $6,975+554.7% | $10,762+324.4% | $5,651+708.2% |