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 | $473,026 | $137,414+244.2% | $189,513+149.6% | $85,850+451.0% |
| Participation rate | 92.5% | 84.6%+7.8pp | 87.8%+4.6pp | 69.3%+23.1pp |
| Annual return | 14.85% | 38.14%-23.3pp | 555.15%-540.3pp | 318.53%-303.7pp |
| Employer contribution / active EE | $5,367 | $4,344+23.5% | $6,162-12.9% | $2,565+109.2% |
| Participant deferral / active EE | $17,922 | $6,260+186.3% | $8,221+118.0% | $3,952+353.5% |
| Admin fee / account holder | $38,745 | $8,630+349.0% | $12,045+221.7% | $6,260+518.9% |