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 8-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 | $287,656 | $101,883+182.3% | $453,369-36.6% | $85,850+235.1% |
| Participation rate | 70.8% | 72.3%-1.5pp | 78.0%-7.2pp | 69.3%+1.5pp |
| Annual return | 18.04% | 25.38%-7.3pp | 64.40%-46.4pp | 318.53%-300.5pp |
| Employer contribution / active EE | $2,625 | $2,847-7.8% | $4,070-35.5% | $2,565+2.3% |
| Participant deferral / active EE | $3,487 | $4,782-27.1% | $6,209-43.8% | $3,952-11.8% |
| Admin fee / account holder | $49,365 | $5,706+765.2% | $11,209+340.4% | $6,260+688.6% |