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 | $257,523 | $165,335+55.8% | $149,696+72.0% | $158,922+62.0% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 19.64% | 348.15%-328.5pp | 276.60%-257.0pp | 302.83%-283.2pp |
| Employer contribution / active EE | $1,569 | $5,103-69.3% | $4,644-66.2% | $4,761-67.1% |
| Participant deferral / active EE | $8,868 | $7,181+23.5% | $6,842+29.6% | $5,982+48.2% |
| Admin fee / account holder | $1,712 | $10,807-84.2% | $9,309-81.6% | $11,246-84.8% |