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 | $373,553 | $81,460+358.6% | $103,333+261.5% | $80,856+362.0% |
| Participation rate | 98.1% | 66.8%+31.3pp | 74.5%+23.6pp | 67.6%+30.5pp |
| Annual return | 19.43% | 25.55%-6.1pp | 24.88%-5.5pp | 35.59%-16.2pp |
| Employer contribution / active EE | $20,724 | $3,105+567.4% | $3,868+435.8% | $2,755+652.3% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $1,555 | $6,566-76.3% | $8,355-81.4% | $6,918-77.5% |