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 | $271,785 | $138,347+96.5% | $184,203+47.5% | $80,856+236.1% |
| Participation rate | 98.4% | 83.9%+14.5pp | 86.8%+11.5pp | 67.6%+30.7pp |
| Annual return | 16.93% | 20.02%-3.1pp | 28.81%-11.9pp | 35.59%-18.7pp |
| Employer contribution / active EE | $7,947 | $4,850+63.8% | $6,427+23.6% | $2,755+188.5% |
| Participant deferral / active EE | $15,132 | $7,071+114.0% | $9,131+65.7% | $4,296+252.3% |
| Admin fee / account holder | $1,738 | $10,483-83.4% | $13,901-87.5% | $6,918-74.9% |