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 | $315,224 | $81,248+288.0% | $155,509+102.7% | $80,856+289.9% |
| Participation rate | 82.1% | 66.2%+15.8pp | 78.2%+3.9pp | 67.6%+14.4pp |
| Annual return | 13.60% | 33.31%-19.7pp | 64.67%-51.1pp | 35.59%-22.0pp |
| Employer contribution / active EE | $5,367 | $3,100+73.1% | $4,672+14.9% | $2,755+94.8% |
| Participant deferral / active EE | $3,276 | $3,452-5.1% | $5,626-41.8% | $4,296-23.7% |
| Admin fee / account holder | $9,833 | $7,997+23.0% | $15,912-38.2% | $6,918+42.1% |