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 | $380,640 | $110,257+245.2% | $96,544+294.3% | $139,434+173.0% |
| Participation rate | 87.5% | 78.1%+9.4pp | 76.0%+11.5pp | 80.3%+7.2pp |
| Annual return | 12.83% | 26.32%-13.5pp | 25.84%-13.0pp | 372.94%-360.1pp |
| Employer contribution / active EE | $21,217 | $3,620+486.2% | $2,965+615.6% | $4,751+346.6% |
| Participant deferral / active EE | $15,117 | $5,548+172.5% | $4,851+211.6% | $6,710+125.3% |
| Admin fee / account holder | $69,200 | $11,591+497.0% | $8,252+738.6% | $11,403+506.9% |