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 | $380,487 | $148,978+155.4% | $200,582+89.7% | $84,808+348.6% |
| Participation rate | 98.6% | 84.2%+14.3pp | 86.9%+11.7pp | 68.3%+30.2pp |
| Annual return | 30.99% | 28.16%+2.8pp | 42.33%-11.3pp | 40.90%-9.9pp |
| Employer contribution / active EE | $7,962 | $4,815+65.3% | $6,419+24.0% | $2,631+202.6% |
| Participant deferral / active EE | $15,035 | $7,142+110.5% | $9,331+61.1% | $4,212+257.0% |
| Admin fee / account holder | $36,626 | $13,977+162.0% | $16,305+124.6% | $7,344+398.7% |