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 | $441,688 | $127,065+247.6% | $113,168+290.3% | $142,382+210.2% |
| Participation rate | 81.3% | 79.2%+2.0pp | 76.6%+4.7pp | 80.1%+1.1pp |
| Annual return | 11.48% | 24.03%-12.5pp | 24.27%-12.8pp | 217.08%-205.6pp |
| Employer contribution / active EE | $6,600 | $3,442+91.7% | $2,975+121.8% | $4,299+53.5% |
| Participant deferral / active EE | $11,719 | $5,716+105.0% | $5,107+129.5% | $6,507+80.1% |
| Admin fee / account holder | $72,875 | $15,736+363.1% | $12,068+503.9% | $12,624+477.3% |