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 | $385,288 | $114,381+236.8% | $107,525+258.3% | $142,382+170.6% |
| Participation rate | 92.3% | 78.1%+14.2pp | 75.1%+17.2pp | 80.1%+12.2pp |
| Annual return | 16.31% | 242.71%-226.4pp | 181.32%-165.0pp | 217.08%-200.8pp |
| Employer contribution / active EE | $4,280 | $4,015+6.6% | $3,754+14.0% | $4,299-0.4% |
| Participant deferral / active EE | $10,294 | $5,564+85.0% | $5,116+101.2% | $6,507+58.2% |
| Admin fee / account holder | $12,310 | $9,860+24.9% | $8,919+38.0% | $12,624-2.5% |