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 | $527,970 | $117,983+347.5% | $101,794+418.7% | $142,382+270.8% |
| Participation rate | 95.2% | 74.2%+21.0pp | 69.2%+26.1pp | 80.1%+15.1pp |
| Annual return | 12.39% | 36.92%-24.5pp | 30.53%-18.1pp | 217.08%-204.7pp |
| Employer contribution / active EE | $13,015 | $2,773+369.4% | $2,289+468.6% | $4,299+202.7% |
| Participant deferral / active EE | $11,240 | $4,714+138.5% | $4,084+175.2% | $6,507+72.7% |
| Admin fee / account holder | $49,923 | $10,433+378.5% | $8,777+468.8% | $12,624+295.5% |