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 | $414,056 | $138,347+199.3% | $184,203+124.8% | $80,856+412.1% |
| Participation rate | 84.8% | 83.9%+1.0pp | 86.8%-2.0pp | 67.6%+17.2pp |
| Annual return | 16.98% | 20.02%-3.0pp | 28.81%-11.8pp | 35.59%-18.6pp |
| Employer contribution / active EE | $10,238 | $4,850+111.1% | $6,427+59.3% | $2,755+271.6% |
| Participant deferral / active EE | $17,627 | $7,071+149.3% | $9,131+93.0% | $4,296+310.3% |
| Admin fee / account holder | $8,705 | $10,483-17.0% | $13,901-37.4% | $6,918+25.8% |