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 | $355,376 | $95,803+270.9% | $113,168+214.0% | $84,808+319.0% |
| Participation rate | 95.3% | 72.9%+22.5pp | 76.6%+18.8pp | 68.3%+27.0pp |
| Annual return | 14.17% | 25.00%-10.8pp | 24.27%-10.1pp | 40.90%-26.7pp |
| Employer contribution / active EE | $10,242 | $2,360+334.0% | $2,975+244.3% | $2,631+289.3% |
| Participant deferral / active EE | $11,365 | $4,242+167.9% | $5,107+122.5% | $4,212+169.8% |
| Admin fee / account holder | $14,327 | $8,989+59.4% | $12,068+18.7% | $7,344+95.1% |