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 | $355,331 | $83,477+325.7% | $125,175+183.9% | $72,985+386.9% |
| Participation rate | 93.8% | 73.3%+20.4pp | 79.8%+14.0pp | 69.5%+24.3pp |
| Annual return | 22.82% | 25.78%-3.0pp | 43.79%-21.0pp | 81.00%-58.2pp |
| Employer contribution / active EE | $3,350 | $2,345+42.9% | $3,865-13.3% | $2,440+37.3% |
| Participant deferral / active EE | $6,440 | $3,585+79.6% | $4,937+30.5% | $3,607+78.5% |
| Admin fee / account holder | $3,228 | $5,517-41.5% | $9,702-66.7% | $5,124-37.0% |