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 | $584,403 | $181,894+221.3% | $156,549+273.3% | $273,961+113.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.58% | 30.74%-22.2pp | 32.23%-23.6pp | 41.45%-32.9pp |
| Employer contribution / active EE | $6,292 | $6,248+0.7% | $5,501+14.4% | $4,869+29.2% |
| Participant deferral / active EE | $7,205 | $5,550+29.8% | $4,871+47.9% | $5,287+36.3% |
| Admin fee / account holder | $2,601 | $15,559-83.3% | $13,027-80.0% | $10,132-74.3% |