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 | $340,766 | $93,571+264.2% | $135,903+150.7% | $75,163+353.4% |
| Participation rate | 74.4% | 75.2%-0.8pp | 81.9%-7.5pp | 67.2%+7.2pp |
| Annual return | 23.67% | 30.90%-7.2pp | 68.23%-44.6pp | 160.62%-136.9pp |
| Employer contribution / active EE | $4,860 | $3,537+37.4% | $4,856+0.1% | $2,670+82.0% |
| Participant deferral / active EE | $10,597 | $6,404+65.5% | $7,758+36.6% | $4,125+156.9% |
| Admin fee / account holder | $3,487 | $6,975-50.0% | $10,762-67.6% | $5,651-38.3% |