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 | $252,573 | $81,248+210.9% | $155,509+62.4% | $80,856+212.4% |
| Participation rate | 97.8% | 66.2%+31.5pp | 78.2%+19.6pp | 67.6%+30.1pp |
| Annual return | 12.90% | 33.31%-20.4pp | 64.67%-51.8pp | 35.59%-22.7pp |
| Employer contribution / active EE | $6,160 | $3,100+98.7% | $4,672+31.8% | $2,755+123.6% |
| Participant deferral / active EE | $8,331 | $3,452+141.4% | $5,626+48.1% | $4,296+93.9% |
| Admin fee / account holder | $6,246 | $7,997-21.9% | $15,912-60.7% | $6,918-9.7% |