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 | $945,311 | $214,378+341.0% | $200,582+371.3% | $142,382+563.9% |
| Participation rate | 90.9% | 87.4%+3.5pp | 86.9%+4.0pp | 80.1%+10.8pp |
| Annual return | 12.45% | 46.41%-34.0pp | 42.33%-29.9pp | 217.08%-204.6pp |
| Employer contribution / active EE | $9,038 | $6,841+32.1% | $6,419+40.8% | $4,299+110.2% |
| Participant deferral / active EE | $23,218 | $9,865+135.4% | $9,331+148.8% | $6,507+256.8% |
| Admin fee / account holder | $62,233 | $17,692+251.8% | $16,305+281.7% | $12,624+393.0% |