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 | $252,560 | $148,978+69.5% | $200,582+25.9% | $84,808+197.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 14.13% | 28.16%-14.0pp | 42.33%-28.2pp | 40.90%-26.8pp |
| Employer contribution / active EE | $3,425 | $4,815-28.9% | $6,419-46.6% | $2,631+30.2% |
| Participant deferral / active EE | $9,687 | $7,142+35.6% | $9,331+3.8% | $4,212+130.0% |
| Admin fee / account holder | $13,428 | $13,977-3.9% | $16,305-17.6% | $7,344+82.8% |