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 | $310,102 | $86,929+256.7% | $102,423+202.8% | $80,856+283.5% |
| Participation rate | 92.3% | 72.4%+19.9pp | 76.5%+15.8pp | 67.6%+24.7pp |
| Annual return | 13.23% | 18.88%-5.7pp | 29.32%-16.1pp | 35.59%-22.4pp |
| Employer contribution / active EE | $4,766 | $2,369+101.1% | $3,023+57.6% | $2,755+73.0% |
| Participant deferral / active EE | $16,149 | $4,118+292.1% | $5,053+219.6% | $4,296+275.9% |
| Admin fee / account holder | $119,978 | $8,049+1390.6% | $9,451+1169.5% | $6,918+1634.3% |