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 | $345,996 | $198,466+74.3% | $170,442+103.0% | $147,584+134.4% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 13.05% | 257.29%-244.2pp | 205.93%-192.9pp | 578.55%-565.5pp |
| Employer contribution / active EE | $8,094 | $6,184+30.9% | $5,433+49.0% | $4,876+66.0% |
| Participant deferral / active EE | $8,477 | $5,629+50.6% | $4,939+71.6% | $5,439+55.9% |
| Admin fee / account holder | $433 | $16,852-97.4% | $13,880-96.9% | $10,885-96.0% |