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 | $349,664 | $102,605+240.8% | $145,661+140.1% | $84,808+312.3% |
| Participation rate | 82.1% | 74.3%+7.8pp | 77.2%+4.8pp | 68.3%+13.7pp |
| Annual return | 15.29% | 26.50%-11.2pp | 101.46%-86.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $0 | $3,325-100.0% | $4,238-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $18,024 | $5,750+213.4% | $7,198+150.4% | $4,212+328.0% |
| Admin fee / account holder | $7,207 | $8,758-17.7% | $12,466-42.2% | $7,344-1.9% |