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 | $272,348 | $81,248+235.2% | $155,509+75.1% | $80,856+236.8% |
| Participation rate | 81.3% | 66.2%+15.0pp | 78.2%+3.1pp | 67.6%+13.6pp |
| Annual return | 10.72% | 33.31%-22.6pp | 64.67%-53.9pp | 35.59%-24.9pp |
| Employer contribution / active EE | $6,335 | $3,100+104.3% | $4,672+35.6% | $2,755+130.0% |
| Participant deferral / active EE | $4,160 | $3,452+20.5% | $5,626-26.1% | $4,296-3.2% |
| Admin fee / account holder | $4,000 | $7,997-50.0% | $15,912-74.9% | $6,918-42.2% |