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 | $333,989 | $118,450+182.0% | $98,439+239.3% | $139,434+139.5% |
| Participation rate | 73.7% | 77.4%-3.8pp | 75.2%-1.5pp | 80.3%-6.6pp |
| Annual return | 18.17% | 18.94%-0.8pp | 21.16%-3.0pp | 372.94%-354.8pp |
| Employer contribution / active EE | $3,958 | $3,609+9.7% | $3,048+29.9% | $4,751-16.7% |
| Participant deferral / active EE | $9,202 | $5,392+70.7% | $4,738+94.2% | $6,710+37.1% |
| Admin fee / account holder | $9,856 | $14,026-29.7% | $8,948+10.2% | $11,403-13.6% |