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 7-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 | $273,278 | $58,512+367.0% | $84,015+225.3% | $72,985+274.4% |
| Participation rate | 93.9% | 61.2%+32.7pp | 69.0%+24.9pp | 69.5%+24.5pp |
| Annual return | 23.65% | 28.93%-5.3pp | 71.31%-47.7pp | 81.00%-57.4pp |
| Employer contribution / active EE | $1,879 | $1,163+61.6% | $1,983-5.3% | $2,440-23.0% |
| Participant deferral / active EE | $16,041 | $2,394+570.1% | $3,239+395.3% | $3,607+344.7% |
| Admin fee / account holder | $8,219 | $4,569+79.9% | $6,101+34.7% | $5,124+60.4% |