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 | $265,464 | $109,881+141.6% | $150,045+76.9% | $84,808+213.0% |
| Participation rate | 71.7% | 76.1%-4.3pp | 82.3%-10.6pp | 68.3%+3.4pp |
| Annual return | 14.54% | 28.25%-13.7pp | 62.55%-48.0pp | 40.90%-26.4pp |
| Employer contribution / active EE | $1,365 | $3,561-61.7% | $4,693-70.9% | $2,631-48.1% |
| Participant deferral / active EE | $8,524 | $6,636+28.4% | $7,997+6.6% | $4,212+102.4% |
| Admin fee / account holder | $27,525 | $8,568+221.3% | $13,435+104.9% | $7,344+274.8% |