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 | $355,370 | $72,492+390.2% | $87,100+308.0% | $72,985+386.9% |
| Participation rate | 78.6% | 72.8%+5.8pp | 76.9%+1.7pp | 69.5%+9.1pp |
| Annual return | 24.61% | 24.46%+0.2pp | 28.19%-3.6pp | 81.00%-56.4pp |
| Employer contribution / active EE | $8,709 | $1,894+359.8% | $2,521+245.4% | $2,440+256.9% |
| Participant deferral / active EE | $4,772 | $3,270+46.0% | $4,049+17.9% | $3,607+32.3% |
| Admin fee / account holder | $12,593 | $5,055+149.1% | $7,497+68.0% | $5,124+145.8% |