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 | $251,369 | $80,717+211.4% | $154,803+62.4% | $84,808+196.4% |
| Participation rate | 98.1% | 66.8%+31.3pp | 78.1%+20.0pp | 68.3%+29.8pp |
| Annual return | 16.43% | 37.96%-21.5pp | 58.88%-42.5pp | 40.90%-24.5pp |
| Employer contribution / active EE | $5,023 | $2,761+81.9% | $4,305+16.7% | $2,631+90.9% |
| Participant deferral / active EE | $5,774 | $3,303+74.8% | $5,540+4.2% | $4,212+37.1% |
| Admin fee / account holder | $5,335 | $6,746-20.9% | $14,329-62.8% | $7,344-27.4% |