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 | $307,211 | $109,413+180.8% | $156,263+96.6% | $84,808+262.2% |
| Participation rate | 84.0% | 72.7%+11.3pp | 78.9%+5.1pp | 68.3%+15.7pp |
| Annual return | 15.03% | 20.18%-5.2pp | 59.47%-44.4pp | 40.90%-25.9pp |
| Employer contribution / active EE | $5,565 | $2,907+91.4% | $4,333+28.4% | $2,631+111.5% |
| Participant deferral / active EE | $3,895 | $4,590-15.1% | $6,158-36.8% | $4,212-7.5% |
| Admin fee / account holder | $22,270 | $9,357+138.0% | $14,255+56.2% | $7,344+203.3% |