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 | $256,213 | $165,335+55.0% | $149,696+71.2% | $158,922+61.2% |
| Participation rate | 93.8% | 84.6%+9.2pp | 82.5%+11.3pp | 82.0%+11.8pp |
| Annual return | 10.00% | 348.15%-338.1pp | 276.60%-266.6pp | 302.83%-292.8pp |
| Employer contribution / active EE | $8,956 | $5,103+75.5% | $4,644+92.8% | $4,761+88.1% |
| Participant deferral / active EE | $10,193 | $7,181+41.9% | $6,842+49.0% | $5,982+70.4% |
| Admin fee / account holder | $8,571 | $10,807-20.7% | $9,309-7.9% | $11,246-23.8% |