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 | $285,749 | $110,257+159.2% | $96,544+196.0% | $139,434+104.9% |
| Participation rate | 92.9% | 78.1%+14.8pp | 76.0%+16.9pp | 80.3%+12.5pp |
| Annual return | 14.12% | 26.32%-12.2pp | 25.84%-11.7pp | 372.94%-358.8pp |
| Employer contribution / active EE | $4,286 | $3,620+18.4% | $2,965+44.5% | $4,751-9.8% |
| Participant deferral / active EE | $2,776 | $5,548-50.0% | $4,851-42.8% | $6,710-58.6% |
| Admin fee / account holder | $54,012 | $11,591+366.0% | $8,252+554.5% | $11,403+373.7% |