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 | $286,937 | $81,460+252.2% | $103,333+177.7% | $80,856+254.9% |
| Participation rate | 83.7% | 66.8%+16.9pp | 74.5%+9.2pp | 67.6%+16.1pp |
| Annual return | 18.05% | 25.55%-7.5pp | 24.88%-6.8pp | 35.59%-17.5pp |
| Employer contribution / active EE | $4,989 | $3,105+60.7% | $3,868+29.0% | $2,755+81.1% |
| Participant deferral / active EE | $12,407 | $3,869+220.7% | $5,057+145.3% | $4,296+188.8% |
| Admin fee / account holder | $17,374 | $6,566+164.6% | $8,355+108.0% | $6,918+151.1% |