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 10-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 | $267,634 | $109,413+144.6% | $156,263+71.3% | $84,808+215.6% |
| Participation rate | 92.9% | 72.7%+20.2pp | 78.9%+13.9pp | 68.3%+24.5pp |
| Annual return | 14.20% | 20.18%-6.0pp | 59.47%-45.3pp | 40.90%-26.7pp |
| Employer contribution / active EE | $2,335 | $2,907-19.7% | $4,333-46.1% | $2,631-11.3% |
| Participant deferral / active EE | $10,062 | $4,590+119.2% | $6,158+63.4% | $4,212+138.9% |
| Admin fee / account holder | $14,519 | $9,357+55.2% | $14,255+1.9% | $7,344+97.7% |