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 | $300,373 | $71,050+322.8% | $93,606+220.9% | $80,856+271.5% |
| Participation rate | 76.5% | 60.4%+16.1pp | 68.7%+7.7pp | 67.6%+8.8pp |
| Annual return | 12.09% | 11.26%+0.8pp | 133.20%-121.1pp | 35.59%-23.5pp |
| Employer contribution / active EE | $1,690 | $1,564+8.1% | $2,420-30.2% | $2,755-38.7% |
| Participant deferral / active EE | $6,207 | $4,034+53.9% | $4,411+40.7% | $4,296+44.5% |
| Admin fee / account holder | $16,965 | $6,945+144.3% | $8,285+104.8% | $6,918+145.2% |