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 | $280,433 | $148,978+88.2% | $200,582+39.8% | $84,808+230.7% |
| Participation rate | 96.9% | 84.2%+12.6pp | 86.9%+10.0pp | 68.3%+28.6pp |
| Annual return | 15.13% | 28.16%-13.0pp | 42.33%-27.2pp | 40.90%-25.8pp |
| Employer contribution / active EE | $5,389 | $4,815+11.9% | $6,419-16.0% | $2,631+104.8% |
| Participant deferral / active EE | $13,439 | $7,142+88.2% | $9,331+44.0% | $4,212+219.1% |
| Admin fee / account holder | $6,968 | $13,977-50.1% | $16,305-57.3% | $7,344-5.1% |