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 | $486,976 | $165,335+194.5% | $149,696+225.3% | $158,922+206.4% |
| Participation rate | 92.9% | 84.6%+8.3pp | 82.5%+10.4pp | 82.0%+10.9pp |
| Annual return | 16.31% | 348.15%-331.8pp | 276.60%-260.3pp | 302.83%-286.5pp |
| Employer contribution / active EE | $7,824 | $5,103+53.3% | $4,644+68.5% | $4,761+64.3% |
| Participant deferral / active EE | $12,380 | $7,181+72.4% | $6,842+80.9% | $5,982+106.9% |
| Admin fee / account holder | $20,629 | $10,807+90.9% | $9,309+121.6% | $11,246+83.4% |