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 | $441,094 | $159,602+176.4% | $150,045+194.0% | $142,382+209.8% |
| Participation rate | 95.2% | 84.0%+11.3pp | 82.3%+12.9pp | 80.1%+15.1pp |
| Annual return | 25.78% | 70.24%-44.5pp | 62.55%-36.8pp | 217.08%-191.3pp |
| Employer contribution / active EE | $3,361 | $4,961-32.2% | $4,693-28.4% | $4,299-21.8% |
| Participant deferral / active EE | $16,333 | $8,310+96.5% | $7,997+104.2% | $6,507+151.0% |
| Admin fee / account holder | $66,889 | $14,846+350.5% | $13,435+397.9% | $12,624+429.9% |