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 | $298,208 | $238,490+25.0% | $180,183+65.5% | $142,382+109.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 10.72% | 33.56%-22.8pp | 27.86%-17.1pp | 217.08%-206.4pp |
| Employer contribution / active EE | $1,438 | $6,143-76.6% | $5,039-71.5% | $4,299-66.6% |
| Participant deferral / active EE | $14,833 | $7,996+85.5% | $6,822+117.4% | $6,507+128.0% |
| Admin fee / account holder | $14,559 | $28,866-49.6% | $19,975-27.1% | $12,624+15.3% |