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 | $303,295 | $117,983+157.1% | $101,794+198.0% | $142,382+113.0% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.2%+18.3pp | 80.1%+7.4pp |
| Annual return | 15.39% | 36.92%-21.5pp | 30.53%-15.1pp | 217.08%-201.7pp |
| Employer contribution / active EE | $2,030 | $2,773-26.8% | $2,289-11.3% | $4,299-52.8% |
| Participant deferral / active EE | $9,628 | $4,714+104.3% | $4,084+135.7% | $6,507+48.0% |
| Admin fee / account holder | $5,572 | $10,433-46.6% | $8,777-36.5% | $12,624-55.9% |