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 | $290,647 | $95,266+205.1% | $82,389+252.8% | $142,382+104.1% |
| Participation rate | 91.7% | 74.5%+17.2pp | 69.5%+22.1pp | 80.1%+11.5pp |
| Annual return | 16.20% | 25.74%-9.5pp | 28.67%-12.5pp | 217.08%-200.9pp |
| Employer contribution / active EE | $5,386 | $2,991+80.1% | $2,517+114.0% | $4,299+25.3% |
| Participant deferral / active EE | $9,925 | $4,809+106.4% | $4,155+138.9% | $6,507+52.5% |
| Admin fee / account holder | $17,495 | $8,563+104.3% | $7,231+142.0% | $12,624+38.6% |