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 | $354,617 | $109,881+222.7% | $150,045+136.3% | $84,808+318.1% |
| Participation rate | 90.0% | 76.1%+13.9pp | 82.3%+7.7pp | 68.3%+21.7pp |
| Annual return | 14.70% | 28.25%-13.5pp | 62.55%-47.9pp | 40.90%-26.2pp |
| Employer contribution / active EE | $4,936 | $3,561+38.6% | $4,693+5.2% | $2,631+87.6% |
| Participant deferral / active EE | $12,608 | $6,636+90.0% | $7,997+57.7% | $4,212+199.4% |
| Admin fee / account holder | $21,949 | $8,568+156.2% | $13,435+63.4% | $7,344+198.9% |