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 | $372,258 | $138,347+169.1% | $184,203+102.1% | $80,856+360.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 15.26% | 20.02%-4.8pp | 28.81%-13.6pp | 35.59%-20.3pp |
| Employer contribution / active EE | $17,341 | $4,850+257.5% | $6,427+169.8% | $2,755+529.5% |
| Participant deferral / active EE | $17,695 | $7,071+150.2% | $9,131+93.8% | $4,296+311.9% |
| Admin fee / account holder | $20,491 | $10,483+95.5% | $13,901+47.4% | $6,918+196.2% |