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 | $259,681 | $109,881+136.3% | $150,045+73.1% | $84,808+206.2% |
| Participation rate | 88.1% | 76.1%+12.0pp | 82.3%+5.8pp | 68.3%+19.8pp |
| Annual return | 18.38% | 28.25%-9.9pp | 62.55%-44.2pp | 40.90%-22.5pp |
| Employer contribution / active EE | $4,557 | $3,561+28.0% | $4,693-2.9% | $2,631+73.2% |
| Participant deferral / active EE | $10,932 | $6,636+64.7% | $7,997+36.7% | $4,212+159.6% |
| Admin fee / account holder | $8,873 | $8,568+3.6% | $13,435-34.0% | $7,344+20.8% |