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 | $384,812 | $138,347+178.1% | $184,203+108.9% | $80,856+375.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 17.45% | 20.02%-2.6pp | 28.81%-11.4pp | 35.59%-18.1pp |
| Employer contribution / active EE | $20,336 | $4,850+319.3% | $6,427+216.4% | $2,755+638.2% |
| Participant deferral / active EE | $18,710 | $7,071+164.6% | $9,131+104.9% | $4,296+335.5% |
| Admin fee / account holder | $6,315 | $10,483-39.8% | $13,901-54.6% | $6,918-8.7% |