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 | $424,502 | $99,341+327.3% | $84,750+400.9% | $273,961+54.9% |
| Participation rate | 85.7% | 80.7%+5.0pp | 76.6%+9.1pp | 83.0%+2.7pp |
| Annual return | 4.61% | 22.93%-18.3pp | 22.78%-18.2pp | 41.45%-36.8pp |
| Employer contribution / active EE | $4,781 | $4,214+13.5% | $3,574+33.8% | $4,869-1.8% |
| Participant deferral / active EE | $11,265 | $4,269+163.9% | $3,712+203.5% | $5,287+113.1% |
| Admin fee / account holder | $189,931 | $6,644+2758.7% | $5,332+3462.0% | $10,132+1774.6% |