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 | $634,229 | $60,022+956.7% | $88,946+613.1% | $84,808+647.8% |
| Participation rate | 80.0% | 57.8%+22.2pp | 68.8%+11.2pp | 68.3%+11.7pp |
| Annual return | 15.10% | 22.43%-7.3pp | 57.82%-42.7pp | 40.90%-25.8pp |
| Employer contribution / active EE | $2,284 | $1,703+34.1% | $2,555-10.6% | $2,631-13.2% |
| Participant deferral / active EE | $10,912 | $3,114+250.4% | $4,581+138.2% | $4,212+159.1% |
| Admin fee / account holder | $31,186 | $4,811+548.2% | $8,261+277.5% | $7,344+324.7% |