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 | $391,700 | $138,347+183.1% | $184,203+112.6% | $80,856+384.4% |
| Participation rate | 94.8% | 83.9%+10.9pp | 86.8%+8.0pp | 67.6%+27.2pp |
| Annual return | 16.02% | 20.02%-4.0pp | 28.81%-12.8pp | 35.59%-19.6pp |
| Employer contribution / active EE | $12,050 | $4,850+148.4% | $6,427+87.5% | $2,755+337.4% |
| Participant deferral / active EE | $27,392 | $7,071+287.4% | $9,131+200.0% | $4,296+537.7% |
| Admin fee / account holder | $7,687 | $10,483-26.7% | $13,901-44.7% | $6,918+11.1% |