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 | $418,051 | $88,751+371.0% | $81,812+411.0% | $145,922+186.5% |
| Participation rate | 75.0% | 75.0%0pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 16.63% | 1025.40%-1008.8pp | 773.79%-757.2pp | 561.29%-544.7pp |
| Employer contribution / active EE | $2,486 | $3,083-19.4% | $2,912-14.6% | $4,660-46.6% |
| Participant deferral / active EE | $10,869 | $4,643+134.1% | $4,319+151.7% | $6,688+62.5% |
| Admin fee / account holder | $3,166 | $8,415-62.4% | $7,386-57.1% | $13,397-76.4% |