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 | $292,647 | $227,396+28.7% | $442,409-33.9% | $116,875+150.4% |
| Participation rate | 100.0% | 85.7%+14.3pp | 88.0%+12.0pp | 74.5%+25.5pp |
| Annual return | 26.69% | 16.35%+10.3pp | 90.53%-63.8pp | 16.29%+10.4pp |
| Employer contribution / active EE | $3,503 | $5,244-33.2% | $7,697-54.5% | $3,288+6.5% |
| Participant deferral / active EE | $14,732 | $7,352+100.4% | $7,555+95.0% | $3,885+279.2% |
| Admin fee / account holder | $49,135 | $16,310+201.3% | $51,603-4.8% | $12,263+300.7% |