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 | $424,623 | $80,673+426.4% | $101,326+319.1% | $84,808+400.7% |
| Participation rate | 71.4% | 77.8%-6.4pp | 81.5%-10.1pp | 68.3%+3.1pp |
| Annual return | 15.97% | 38.95%-23.0pp | 36.82%-20.8pp | 40.90%-24.9pp |
| Employer contribution / active EE | $2,467 | $2,698-8.5% | $3,665-32.7% | $2,631-6.2% |
| Participant deferral / active EE | $9,516 | $6,840+39.1% | $7,994+19.0% | $4,212+125.9% |
| Admin fee / account holder | $77,203 | $12,784+503.9% | $11,185+590.2% | $7,344+951.3% |