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 8-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 | $375,872 | $106,584+252.7% | $101,326+271.0% | $142,382+164.0% |
| Participation rate | 83.3% | 82.7%+0.6pp | 81.5%+1.8pp | 80.1%+3.2pp |
| Annual return | 21.04% | 36.93%-15.9pp | 36.82%-15.8pp | 217.08%-196.0pp |
| Employer contribution / active EE | $20,324 | $3,956+413.8% | $3,665+454.5% | $4,299+372.7% |
| Participant deferral / active EE | $23,076 | $8,297+178.1% | $7,994+188.7% | $6,507+254.6% |
| Admin fee / account holder | $15,186 | $11,446+32.7% | $11,185+35.8% | $12,624+20.3% |