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 | $345,087 | $176,056+96.0% | $159,436+116.4% | $167,490+106.0% |
| Participation rate | 86.7% | 84.9%+1.7pp | 82.8%+3.8pp | 82.1%+4.6pp |
| Annual return | 15.02% | 331.75%-316.7pp | 263.57%-248.5pp | 478.56%-463.5pp |
| Employer contribution / active EE | $3,850 | $5,297-27.3% | $4,829-20.3% | $4,837-20.4% |
| Participant deferral / active EE | $9,946 | $7,750+28.3% | $7,352+35.3% | $6,341+56.9% |
| Admin fee / account holder | $2,235 | $12,554-82.2% | $10,799-79.3% | $12,309-81.8% |