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 | $326,385 | $64,480+406.2% | $81,382+301.1% | $80,856+303.7% |
| Participation rate | 96.4% | 63.9%+32.6pp | 69.5%+26.9pp | 67.6%+28.8pp |
| Annual return | 12.60% | 16.34%-3.7pp | 24.73%-12.1pp | 35.59%-23.0pp |
| Employer contribution / active EE | $3,571 | $1,978+80.5% | $2,463+45.0% | $2,755+29.6% |
| Participant deferral / active EE | $5,509 | $3,094+78.1% | $3,883+41.9% | $4,296+28.3% |
| Admin fee / account holder | $2,341 | $5,671-58.7% | $5,768-59.4% | $6,918-66.2% |