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 | $255,569 | $109,413+133.6% | $156,263+63.6% | $84,808+201.4% |
| Participation rate | 87.0% | 72.7%+14.3pp | 78.9%+8.1pp | 68.3%+18.7pp |
| Annual return | 14.35% | 20.18%-5.8pp | 59.47%-45.1pp | 40.90%-26.6pp |
| Employer contribution / active EE | $3,370 | $2,907+15.9% | $4,333-22.2% | $2,631+28.1% |
| Participant deferral / active EE | $7,841 | $4,590+70.8% | $6,158+27.3% | $4,212+86.2% |
| Admin fee / account holder | $13,517 | $9,357+44.5% | $14,255-5.2% | $7,344+84.1% |