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 | $279,197 | $79,944+249.2% | $98,439+183.6% | $75,163+271.5% |
| Participation rate | 80.0% | 70.4%+9.6pp | 75.2%+4.8pp | 67.2%+12.8pp |
| Annual return | 24.75% | 19.75%+5.0pp | 21.16%+3.6pp | 160.62%-135.9pp |
| Employer contribution / active EE | $998 | $2,264-55.9% | $3,048-67.2% | $2,670-62.6% |
| Participant deferral / active EE | $5,814 | $3,752+55.0% | $4,738+22.7% | $4,125+40.9% |
| Admin fee / account holder | $3,561 | $6,840-47.9% | $8,948-60.2% | $5,651-37.0% |