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 | $268,049 | $138,347+93.8% | $184,203+45.5% | $80,856+231.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 16.72% | 20.02%-3.3pp | 28.81%-12.1pp | 35.59%-18.9pp |
| Employer contribution / active EE | $6,681 | $4,850+37.7% | $6,427+4.0% | $2,755+142.5% |
| Participant deferral / active EE | $10,906 | $7,071+54.2% | $9,131+19.4% | $4,296+153.9% |
| Admin fee / account holder | $6,048 | $10,483-42.3% | $13,901-56.5% | $6,918-12.6% |