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 | $381,504 | $132,049+188.9% | $200,582+90.2% | $74,304+413.4% |
| Participation rate | 95.2% | 84.1%+11.1pp | 86.9%+8.3pp | 60.3%+34.8pp |
| Annual return | 15.90% | 22.22%-6.3pp | 42.33%-26.4pp | 29.43%-13.5pp |
| Employer contribution / active EE | $4,391 | $4,558-3.6% | $6,419-31.6% | $2,241+95.9% |
| Participant deferral / active EE | $11,891 | $7,213+64.9% | $9,331+27.4% | $3,767+215.6% |
| Admin fee / account holder | $9,337 | $2,405+288.3% | $16,305-42.7% | $2,969+214.5% |