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 | $377,357 | $131,893+186.1% | $303,047+24.5% | $116,875+222.9% |
| Participation rate | 82.8% | 79.5%+3.3pp | 87.1%-4.3pp | 74.5%+8.2pp |
| Annual return | 20.93% | 15.41%+5.5pp | 2.47%+18.5pp | 16.29%+4.6pp |
| Employer contribution / active EE | $2,517 | $3,467-27.4% | $7,418-66.1% | $3,288-23.4% |
| Participant deferral / active EE | $5,799 | $4,183+38.6% | $5,070+14.4% | $3,885+49.3% |
| Admin fee / account holder | $4,188 | $14,721-71.6% | $39,333-89.4% | $12,263-65.9% |