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 | $307,523 | $125,758+144.5% | $169,993+80.9% | $75,163+309.1% |
| Participation rate | 95.2% | 83.6%+11.6pp | 87.0%+8.2pp | 67.2%+28.0pp |
| Annual return | 22.55% | 27.20%-4.6pp | 53.37%-30.8pp | 160.62%-138.1pp |
| Employer contribution / active EE | $15,833 | $4,615+243.1% | $6,785+133.3% | $2,670+493.0% |
| Participant deferral / active EE | $8,178 | $6,837+19.6% | $10,408-21.4% | $4,125+98.2% |
| Admin fee / account holder | $1,520 | $8,173-81.4% | $12,815-88.1% | $5,651-73.1% |