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 | $294,114 | $80,717+264.4% | $154,803+90.0% | $84,808+246.8% |
| Participation rate | 89.7% | 66.8%+22.8pp | 78.1%+11.6pp | 68.3%+21.3pp |
| Annual return | 15.16% | 37.96%-22.8pp | 58.88%-43.7pp | 40.90%-25.7pp |
| Employer contribution / active EE | $2,780 | $2,761+0.7% | $4,305-35.4% | $2,631+5.7% |
| Participant deferral / active EE | $6,838 | $3,303+107.0% | $5,540+23.4% | $4,212+62.4% |
| Admin fee / account holder | $68,886 | $6,746+921.2% | $14,329+380.7% | $7,344+838.0% |