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 | $264,664 | $109,413+141.9% | $156,263+69.4% | $84,808+212.1% |
| Participation rate | 82.1% | 72.7%+9.5pp | 78.9%+3.2pp | 68.3%+13.8pp |
| Annual return | 20.53% | 20.18%+0.4pp | 59.47%-38.9pp | 40.90%-20.4pp |
| Employer contribution / active EE | $3,829 | $2,907+31.7% | $4,333-11.6% | $2,631+45.5% |
| Participant deferral / active EE | $7,806 | $4,590+70.1% | $6,158+26.7% | $4,212+85.3% |
| Admin fee / account holder | $25,435 | $9,357+171.8% | $14,255+78.4% | $7,344+246.3% |