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 | $432,601 | $59,839+622.9% | $81,983+427.7% | $79,858+441.7% |
| Participation rate | 88.9% | 61.6%+27.3pp | 69.2%+19.6pp | 69.6%+19.3pp |
| Annual return | 20.53% | 17.56%+3.0pp | 41.31%-20.8pp | 31.71%-11.2pp |
| Employer contribution / active EE | $12,904 | $1,713+653.1% | $2,498+416.6% | $2,471+422.3% |
| Participant deferral / active EE | $14,127 | $2,695+424.2% | $3,722+279.6% | $3,740+277.7% |
| Admin fee / account holder | $4,420 | $4,287+3.1% | $5,664-22.0% | $5,306-16.7% |