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 | $280,845 | $109,413+156.7% | $156,263+79.7% | $84,808+231.2% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 17.24% | 20.18%-2.9pp | 59.47%-42.2pp | 40.90%-23.7pp |
| Employer contribution / active EE | $9,343 | $2,907+221.4% | $4,333+115.6% | $2,631+255.1% |
| Participant deferral / active EE | $5,853 | $4,590+27.5% | $6,158-5.0% | $4,212+39.0% |
| Admin fee / account holder | $15,647 | $9,357+67.2% | $14,255+9.8% | $7,344+113.1% |