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 | $330,560 | $95,803+245.0% | $113,168+192.1% | $84,808+289.8% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 13.83% | 25.00%-11.2pp | 24.27%-10.4pp | 40.90%-27.1pp |
| Employer contribution / active EE | $1,736 | $2,360-26.5% | $2,975-41.7% | $2,631-34.0% |
| Participant deferral / active EE | $5,555 | $4,242+31.0% | $5,107+8.8% | $4,212+31.9% |
| Admin fee / account holder | $26,568 | $8,989+195.6% | $12,068+120.2% | $7,344+261.8% |