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 | $274,208 | $95,803+186.2% | $113,168+142.3% | $84,808+223.3% |
| Participation rate | 87.5% | 72.9%+14.6pp | 76.6%+10.9pp | 68.3%+19.2pp |
| Annual return | 16.39% | 25.00%-8.6pp | 24.27%-7.9pp | 40.90%-24.5pp |
| Employer contribution / active EE | $2,263 | $2,360-4.1% | $2,975-23.9% | $2,631-14.0% |
| Participant deferral / active EE | $10,481 | $4,242+147.1% | $5,107+105.2% | $4,212+148.9% |
| Admin fee / account holder | $41,569 | $8,989+362.4% | $12,068+244.5% | $7,344+466.0% |