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 | $272,639 | $87,135+212.9% | $206,214+32.2% | $116,875+133.3% |
| Participation rate | 94.3% | 76.8%+17.5pp | 82.4%+11.9pp | 74.5%+19.8pp |
| Annual return | 13.85% | 22.51%-8.7pp | -1.60%+15.5pp | 16.29%-2.4pp |
| Employer contribution / active EE | $10,549 | $3,046+246.3% | $5,967+76.8% | $3,288+220.9% |
| Participant deferral / active EE | $10,363 | $3,898+165.8% | $4,649+122.9% | $3,885+166.7% |
| Admin fee / account holder | $7,396 | $8,630-14.3% | $13,671-45.9% | $12,263-39.7% |