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 | $259,932 | $109,413+137.6% | $156,263+66.3% | $84,808+206.5% |
| Participation rate | 96.1% | 72.7%+23.4pp | 78.9%+17.2pp | 68.3%+27.8pp |
| Annual return | 15.34% | 20.18%-4.8pp | 59.47%-44.1pp | 40.90%-25.6pp |
| Employer contribution / active EE | $4,619 | $2,907+58.9% | $4,333+6.6% | $2,631+75.5% |
| Participant deferral / active EE | $9,367 | $4,590+104.1% | $6,158+52.1% | $4,212+122.4% |
| Admin fee / account holder | $21,577 | $9,357+130.6% | $14,255+51.4% | $7,344+193.8% |