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 | $416,292 | $81,460+411.0% | $103,333+302.9% | $80,856+414.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 28.40% | 25.55%+2.9pp | 24.88%+3.5pp | 35.59%-7.2pp |
| Employer contribution / active EE | $7,256 | $3,105+133.7% | $3,868+87.6% | $2,755+163.4% |
| Participant deferral / active EE | $9,405 | $3,869+143.1% | $5,057+86.0% | $4,296+118.9% |
| Admin fee / account holder | $14,855 | $6,566+126.2% | $8,355+77.8% | $6,918+114.7% |