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 | $301,627 | $109,413+175.7% | $156,263+93.0% | $84,808+255.7% |
| Participation rate | 87.5% | 72.7%+14.8pp | 78.9%+8.6pp | 68.3%+19.2pp |
| Annual return | 14.62% | 20.18%-5.6pp | 59.47%-44.8pp | 40.90%-26.3pp |
| Employer contribution / active EE | $5,624 | $2,907+93.5% | $4,333+29.8% | $2,631+113.8% |
| Participant deferral / active EE | $4,462 | $4,590-2.8% | $6,158-27.5% | $4,212+6.0% |
| Admin fee / account holder | $4,538 | $9,357-51.5% | $14,255-68.2% | $7,344-38.2% |