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 | $280,027 | $123,793+126.2% | $177,821+57.5% | $79,858+250.7% |
| Participation rate | 97.5% | 84.7%+12.8pp | 87.7%+9.8pp | 69.6%+27.9pp |
| Annual return | 19.31% | 22.82%-3.5pp | 48.32%-29.0pp | 31.71%-12.4pp |
| Employer contribution / active EE | $4,536 | $4,095+10.8% | $5,918-23.4% | $2,471+83.6% |
| Participant deferral / active EE | $11,000 | $5,956+84.7% | $7,714+42.6% | $3,740+194.1% |
| Admin fee / account holder | $20,309 | $7,243+180.4% | $12,427+63.4% | $5,306+282.7% |