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 8-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 | $349,098 | $148,978+134.3% | $200,582+74.0% | $84,808+311.6% |
| Participation rate | 91.7% | 84.2%+7.4pp | 86.9%+4.8pp | 68.3%+23.4pp |
| Annual return | 21.64% | 28.16%-6.5pp | 42.33%-20.7pp | 40.90%-19.3pp |
| Employer contribution / active EE | $11,627 | $4,815+141.5% | $6,419+81.1% | $2,631+341.9% |
| Participant deferral / active EE | $21,485 | $7,142+200.8% | $9,331+130.3% | $4,212+410.1% |
| Admin fee / account holder | $29,342 | $13,977+109.9% | $16,305+80.0% | $7,344+299.5% |