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 | $307,756 | $130,194+136.4% | $169,993+81.0% | $71,457+330.7% |
| Participation rate | 93.2% | 86.1%+7.1pp | 87.0%+6.2pp | 67.9%+25.3pp |
| Annual return | 16.95% | 20.37%-3.4pp | 53.37%-36.4pp | 28.85%-11.9pp |
| Employer contribution / active EE | $4,111 | $4,381-6.2% | $6,785-39.4% | $2,588+58.9% |
| Participant deferral / active EE | $10,797 | $6,923+56.0% | $10,408+3.7% | $4,289+151.8% |
| Admin fee / account holder | $3,782 | $966+291.6% | $12,815-70.5% | $1,587+138.2% |