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 | $271,519 | $109,881+147.1% | $150,045+81.0% | $84,808+220.2% |
| Participation rate | 83.0% | 76.1%+6.9pp | 82.3%+0.7pp | 68.3%+14.7pp |
| Annual return | 14.40% | 28.25%-13.8pp | 62.55%-48.2pp | 40.90%-26.5pp |
| Employer contribution / active EE | $4,469 | $3,561+25.5% | $4,693-4.8% | $2,631+69.9% |
| Participant deferral / active EE | $6,248 | $6,636-5.8% | $7,997-21.9% | $4,212+48.4% |
| Admin fee / account holder | $17,932 | $8,568+109.3% | $13,435+33.5% | $7,344+144.2% |