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 | $293,421 | $165,335+77.5% | $149,696+96.0% | $158,922+84.6% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 15.14% | 348.15%-333.0pp | 276.60%-261.5pp | 302.83%-287.7pp |
| Employer contribution / active EE | $4,808 | $5,103-5.8% | $4,644+3.5% | $4,761+1.0% |
| Participant deferral / active EE | $12,285 | $7,181+71.1% | $6,842+79.6% | $5,982+105.4% |
| Admin fee / account holder | $801 | $10,807-92.6% | $9,309-91.4% | $11,246-92.9% |