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 | $270,650 | $125,758+115.2% | $169,993+59.2% | $75,163+260.1% |
| Participation rate | 97.8% | 83.6%+14.2pp | 87.0%+10.8pp | 67.2%+30.6pp |
| Annual return | 19.65% | 27.20%-7.5pp | 53.37%-33.7pp | 160.62%-141.0pp |
| Employer contribution / active EE | $6,816 | $4,615+47.7% | $6,785+0.5% | $2,670+155.3% |
| Participant deferral / active EE | $14,075 | $6,837+105.9% | $10,408+35.2% | $4,125+241.2% |
| Admin fee / account holder | $24,241 | $8,173+196.6% | $12,815+89.2% | $5,651+329.0% |