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 3-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 | $296,885 | $81,460+264.5% | $103,333+187.3% | $80,856+267.2% |
| Participation rate | 84.0% | 66.8%+17.2pp | 74.5%+9.5pp | 67.6%+16.4pp |
| Annual return | 18.30% | 25.55%-7.2pp | 24.88%-6.6pp | 35.59%-17.3pp |
| Employer contribution / active EE | $1,589 | $3,105-48.8% | $3,868-58.9% | $2,755-42.3% |
| Participant deferral / active EE | $9,973 | $3,869+157.8% | $5,057+97.2% | $4,296+132.1% |
| Admin fee / account holder | $19,768 | $6,566+201.0% | $8,355+136.6% | $6,918+185.7% |