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 | $265,952 | $94,625+181.1% | $116,228+128.8% | $84,808+213.6% |
| Participation rate | 97.4% | 70.4%+27.0pp | 74.6%+22.9pp | 68.3%+29.1pp |
| Annual return | 15.92% | 20.40%-4.5pp | 90.06%-74.1pp | 40.90%-25.0pp |
| Employer contribution / active EE | $12,280 | $2,347+423.3% | $2,994+310.1% | $2,631+366.8% |
| Participant deferral / active EE | $8,779 | $3,972+121.0% | $4,953+77.2% | $4,212+108.5% |
| Admin fee / account holder | $3,915 | $10,091-61.2% | $11,989-67.3% | $7,344-46.7% |