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 | $447,173 | $89,753+398.2% | $107,525+315.9% | $84,808+427.3% |
| Participation rate | 75.9% | 68.1%+7.8pp | 75.1%+0.8pp | 68.3%+7.6pp |
| Annual return | 18.45% | 29.48%-11.0pp | 181.32%-162.9pp | 40.90%-22.4pp |
| Employer contribution / active EE | $2,961 | $3,113-4.9% | $3,754-21.1% | $2,631+12.5% |
| Participant deferral / active EE | $8,774 | $4,056+116.3% | $5,116+71.5% | $4,212+108.3% |
| Admin fee / account holder | $3,099 | $7,222-57.1% | $8,919-65.2% | $7,344-57.8% |