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 | $356,138 | $109,881+224.1% | $150,045+137.4% | $84,808+319.9% |
| Participation rate | 86.5% | 76.1%+10.5pp | 82.3%+4.2pp | 68.3%+18.2pp |
| Annual return | 16.91% | 28.25%-11.3pp | 62.55%-45.6pp | 40.90%-24.0pp |
| Employer contribution / active EE | $1,553 | $3,561-56.4% | $4,693-66.9% | $2,631-41.0% |
| Participant deferral / active EE | $11,226 | $6,636+69.2% | $7,997+40.4% | $4,212+166.6% |
| Admin fee / account holder | $22,239 | $8,568+159.6% | $13,435+65.5% | $7,344+202.8% |