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 4-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 | $370,479 | $81,248+356.0% | $155,509+138.2% | $80,856+358.2% |
| Participation rate | 91.9% | 66.2%+25.7pp | 78.2%+13.7pp | 67.6%+24.3pp |
| Annual return | 32.49% | 33.31%-0.8pp | 64.67%-32.2pp | 35.59%-3.1pp |
| Employer contribution / active EE | $9,133 | $3,100+194.6% | $4,672+95.5% | $2,755+231.5% |
| Participant deferral / active EE | $6,515 | $3,452+88.8% | $5,626+15.8% | $4,296+51.7% |
| Admin fee / account holder | $2,254 | $7,997-71.8% | $15,912-85.8% | $6,918-67.4% |