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 | $427,438 | $177,572+140.7% | $154,803+176.1% | $142,382+200.2% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 16.15% | 65.07%-48.9pp | 58.88%-42.7pp | 217.08%-200.9pp |
| Employer contribution / active EE | $5,711 | $4,810+18.7% | $4,305+32.6% | $4,299+32.8% |
| Participant deferral / active EE | $13,185 | $6,272+110.2% | $5,540+138.0% | $6,507+102.6% |
| Admin fee / account holder | $4,031 | $16,786-76.0% | $14,329-71.9% | $12,624-68.1% |