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 3-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 | $310,487 | $81,248+282.1% | $155,509+99.7% | $80,856+284.0% |
| Participation rate | 97.8% | 66.2%+31.5pp | 78.2%+19.6pp | 67.6%+30.1pp |
| Annual return | 10.85% | 33.31%-22.5pp | 64.67%-53.8pp | 35.59%-24.7pp |
| Employer contribution / active EE | $4,666 | $3,100+50.5% | $4,672-0.1% | $2,755+69.4% |
| Participant deferral / active EE | $1,110 | $3,452-67.8% | $5,626-80.3% | $4,296-74.2% |
| Admin fee / account holder | $2,236 | $7,997-72.0% | $15,912-85.9% | $6,918-67.7% |