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 | $341,583 | $116,175+194.0% | $93,606+264.9% | $152,861+123.5% |
| Participation rate | 79.2% | 78.0%+1.1pp | 75.8%+3.3pp | 82.4%-3.3pp |
| Annual return | 24.27% | 35.96%-11.7pp | 32.76%-8.5pp | 345.32%-321.0pp |
| Employer contribution / active EE | $3,984 | $3,218+23.8% | $2,718+46.6% | $4,762-16.3% |
| Participant deferral / active EE | $5,248 | $4,603+14.0% | $4,069+29.0% | $5,850-10.3% |
| Admin fee / account holder | $3,397 | $10,748-68.4% | $7,888-56.9% | $11,596-70.7% |