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 | $275,568 | $109,413+151.9% | $156,263+76.3% | $84,808+224.9% |
| Participation rate | 97.4% | 72.7%+24.7pp | 78.9%+18.5pp | 68.3%+29.1pp |
| Annual return | 14.80% | 20.18%-5.4pp | 59.47%-44.7pp | 40.90%-26.1pp |
| Employer contribution / active EE | $7,455 | $2,907+156.5% | $4,333+72.1% | $2,631+183.4% |
| Participant deferral / active EE | $6,161 | $4,590+34.2% | $6,1580% | $4,212+46.3% |
| Admin fee / account holder | $5,833 | $9,357-37.7% | $14,255-59.1% | $7,344-20.6% |