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 | $348,156 | $93,571+272.1% | $135,903+156.2% | $75,163+363.2% |
| Participation rate | 97.2% | 75.2%+22.0pp | 81.9%+15.3pp | 67.2%+30.0pp |
| Annual return | 19.68% | 30.90%-11.2pp | 68.23%-48.5pp | 160.62%-140.9pp |
| Employer contribution / active EE | $3,399 | $3,537-3.9% | $4,856-30.0% | $2,670+27.3% |
| Participant deferral / active EE | $6,848 | $6,404+6.9% | $7,758-11.7% | $4,125+66.0% |
| Admin fee / account holder | $6,557 | $6,975-6.0% | $10,762-39.1% | $5,651+16.0% |