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 | $798,375 | $148,978+435.9% | $200,582+298.0% | $84,808+841.4% |
| Participation rate | 92.5% | 84.2%+8.3pp | 86.9%+5.7pp | 68.3%+24.2pp |
| Annual return | 19.96% | 28.16%-8.2pp | 42.33%-22.4pp | 40.90%-20.9pp |
| Employer contribution / active EE | $10,611 | $4,815+120.4% | $6,419+65.3% | $2,631+303.3% |
| Participant deferral / active EE | $13,644 | $7,142+91.0% | $9,331+46.2% | $4,212+224.0% |
| Admin fee / account holder | $13,477 | $13,977-3.6% | $16,305-17.3% | $7,344+83.5% |