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 | $329,539 | $118,450+178.2% | $98,439+234.8% | $139,434+136.3% |
| Participation rate | 72.7% | 77.4%-4.7pp | 75.2%-2.4pp | 80.3%-7.6pp |
| Annual return | 16.46% | 18.94%-2.5pp | 21.16%-4.7pp | 372.94%-356.5pp |
| Employer contribution / active EE | $2,876 | $3,609-20.3% | $3,048-5.6% | $4,751-39.5% |
| Participant deferral / active EE | $6,761 | $5,392+25.4% | $4,738+42.7% | $6,710+0.8% |
| Admin fee / account holder | $2,242 | $14,026-84.0% | $8,948-74.9% | $11,403-80.3% |