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 | $269,455 | $153,772+75.2% | $133,980+101.1% | $273,961-1.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.62% | 36.51%-28.9pp | 29.30%-21.7pp | 41.45%-33.8pp |
| Employer contribution / active EE | $2,660 | $6,029-55.9% | $5,211-49.0% | $4,869-45.4% |
| Participant deferral / active EE | $9,095 | $6,958+30.7% | $6,282+44.8% | $5,287+72.0% |
| Admin fee / account holder | $1,586 | $11,765-86.5% | $9,324-83.0% | $10,132-84.4% |