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 | $660,844 | $214,378+208.3% | $200,582+229.5% | $142,382+364.1% |
| Participation rate | 95.5% | 87.4%+8.0pp | 86.9%+8.6pp | 80.1%+15.3pp |
| Annual return | 15.48% | 46.41%-30.9pp | 42.33%-26.9pp | 217.08%-201.6pp |
| Employer contribution / active EE | $25,820 | $6,841+277.4% | $6,419+302.2% | $4,299+500.6% |
| Participant deferral / active EE | $12,784 | $9,865+29.6% | $9,331+37.0% | $6,507+96.5% |
| Admin fee / account holder | $3,836 | $17,692-78.3% | $16,305-76.5% | $12,624-69.6% |