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 | $259,562 | $100,326+158.7% | $180,183+44.1% | $84,808+206.1% |
| Participation rate | 97.1% | 71.0%+26.1pp | 77.4%+19.7pp | 68.3%+28.8pp |
| Annual return | 14.73% | 17.86%-3.1pp | 27.86%-13.1pp | 40.90%-26.2pp |
| Employer contribution / active EE | $13,663 | $3,269+317.9% | $5,039+171.1% | $2,631+419.3% |
| Participant deferral / active EE | $5,965 | $5,066+17.7% | $6,822-12.6% | $4,212+41.6% |
| Admin fee / account holder | $9,907 | $9,674+2.4% | $19,975-50.4% | $7,344+34.9% |