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 | $348,332 | $163,101+113.6% | $136,749+154.7% | $142,382+144.6% |
| Participation rate | 87.5% | 78.2%+9.3pp | 72.1%+15.4pp | 80.1%+7.4pp |
| Annual return | 13.14% | 27.54%-14.4pp | 24.33%-11.2pp | 217.08%-203.9pp |
| Employer contribution / active EE | $3,865 | $4,117-6.1% | $3,400+13.7% | $4,299-10.1% |
| Participant deferral / active EE | $3,731 | $5,585-33.2% | $4,692-20.5% | $6,507-42.7% |
| Admin fee / account holder | $9,026 | $14,318-37.0% | $11,386-20.7% | $12,624-28.5% |