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 | $382,899 | $148,978+157.0% | $200,582+90.9% | $84,808+351.5% |
| Participation rate | 92.7% | 84.2%+8.5pp | 86.9%+5.8pp | 68.3%+24.4pp |
| Annual return | 18.78% | 28.16%-9.4pp | 42.33%-23.5pp | 40.90%-22.1pp |
| Employer contribution / active EE | $9,276 | $4,815+92.6% | $6,419+44.5% | $2,631+252.6% |
| Participant deferral / active EE | $20,418 | $7,142+185.9% | $9,331+118.8% | $4,212+384.8% |
| Admin fee / account holder | $778 | $13,977-94.4% | $16,305-95.2% | $7,344-89.4% |