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 | $312,875 | $228,332+37.0% | $185,823+68.4% | $158,922+96.9% |
| Participation rate | 87.5% | 82.3%+5.2pp | 78.0%+9.5pp | 82.0%+5.5pp |
| Annual return | 8.37% | 40.80%-32.4pp | 35.95%-27.6pp | 302.83%-294.5pp |
| Employer contribution / active EE | $892 | $4,967-82.0% | $4,087-78.2% | $4,761-81.3% |
| Participant deferral / active EE | $8,229 | $6,415+28.3% | $5,632+46.1% | $5,982+37.6% |
| Admin fee / account holder | $5,923 | $11,864-50.1% | $9,500-37.7% | $11,246-47.3% |