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 | $312,831 | $81,248+285.0% | $155,509+101.2% | $80,856+286.9% |
| Participation rate | 95.8% | 66.2%+29.6pp | 78.2%+17.6pp | 67.6%+28.2pp |
| Annual return | 14.68% | 33.31%-18.6pp | 64.67%-50.0pp | 35.59%-20.9pp |
| Employer contribution / active EE | $9,625 | $3,100+210.5% | $4,672+106.0% | $2,755+249.4% |
| Participant deferral / active EE | $5,025 | $3,452+45.6% | $5,626-10.7% | $4,296+17.0% |
| Admin fee / account holder | $3,493 | $7,997-56.3% | $15,912-78.0% | $6,918-49.5% |