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 | $291,952 | $214,378+36.2% | $200,582+45.6% | $142,382+105.0% |
| Participation rate | 95.5% | 87.4%+8.0pp | 86.9%+8.6pp | 80.1%+15.3pp |
| Annual return | 16.67% | 46.41%-29.7pp | 42.33%-25.7pp | 217.08%-200.4pp |
| Employer contribution / active EE | $4,959 | $6,841-27.5% | $6,419-22.7% | $4,299+15.4% |
| Participant deferral / active EE | $9,747 | $9,865-1.2% | $9,331+4.5% | $6,507+49.8% |
| Admin fee / account holder | $1,002 | $17,692-94.3% | $16,305-93.9% | $12,624-92.1% |