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 | $318,140 | $87,841+262.2% | $133,980+137.5% | $62,891+405.9% |
| Participation rate | 92.3% | 83.4%+8.9pp | 87.1%+5.2pp | 69.3%+23.0pp |
| Annual return | 6.46% | 12.05%-5.6pp | 29.30%-22.8pp | 20.14%-13.7pp |
| Employer contribution / active EE | $8,123 | $3,483+133.2% | $5,211+55.9% | $2,281+256.1% |
| Participant deferral / active EE | $4,690 | $4,812-2.5% | $6,282-25.3% | $3,203+46.4% |
| Admin fee / account holder | $15,654 | $5,371+191.4% | $9,324+67.9% | $4,296+264.4% |