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 | $502,273 | $165,335+203.8% | $149,696+235.5% | $158,922+216.0% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 14.25% | 348.15%-333.9pp | 276.60%-262.3pp | 302.83%-288.6pp |
| Employer contribution / active EE | $3,706 | $5,103-27.4% | $4,644-20.2% | $4,761-22.2% |
| Participant deferral / active EE | $9,990 | $7,181+39.1% | $6,842+46.0% | $5,982+67.0% |
| Admin fee / account holder | $2,431 | $10,807-77.5% | $9,309-73.9% | $11,246-78.4% |