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 | $283,611 | $80,968+250.3% | $96,544+193.8% | $75,163+277.3% |
| Participation rate | 97.6% | 71.8%+25.8pp | 76.0%+21.6pp | 67.2%+30.4pp |
| Annual return | 14.05% | 27.06%-13.0pp | 25.84%-11.8pp | 160.62%-146.6pp |
| Employer contribution / active EE | $18,587 | $2,282+714.6% | $2,965+526.9% | $2,670+596.2% |
| Participant deferral / active EE | $8,899 | $3,928+126.6% | $4,851+83.5% | $4,125+115.7% |
| Admin fee / account holder | $17,206 | $6,724+155.9% | $8,252+108.5% | $5,651+204.5% |