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 | $459,885 | $89,753+412.4% | $107,525+327.7% | $84,808+442.3% |
| Participation rate | 72.2% | 68.1%+4.2pp | 75.1%-2.9pp | 68.3%+3.9pp |
| Annual return | 15.65% | 29.48%-13.8pp | 181.32%-165.7pp | 40.90%-25.2pp |
| Employer contribution / active EE | $6,216 | $3,113+99.7% | $3,754+65.6% | $2,631+136.3% |
| Participant deferral / active EE | $8,287 | $4,056+104.3% | $5,116+62.0% | $4,212+96.8% |
| Admin fee / account holder | $8,828 | $7,222+22.2% | $8,919-1.0% | $7,344+20.2% |