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 | $256,192 | $148,978+72.0% | $200,582+27.7% | $84,808+202.1% |
| Participation rate | 84.7% | 84.2%+0.5pp | 86.9%-2.1pp | 68.3%+16.4pp |
| Annual return | 21.11% | 28.16%-7.1pp | 42.33%-21.2pp | 40.90%-19.8pp |
| Employer contribution / active EE | $5,766 | $4,815+19.7% | $6,419-10.2% | $2,631+119.2% |
| Participant deferral / active EE | $12,895 | $7,142+80.6% | $9,331+38.2% | $4,212+206.2% |
| Admin fee / account holder | $1,114 | $13,977-92.0% | $16,305-93.2% | $7,344-84.8% |