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 | $562,020 | $175,202+220.8% | $149,673+275.5% | $139,434+303.1% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 18.68% | 166.71%-148.0pp | 134.42%-115.7pp | 372.94%-354.3pp |
| Employer contribution / active EE | $4,747 | $5,474-13.3% | $4,818-1.5% | $4,751-0.1% |
| Participant deferral / active EE | $15,942 | $6,519+144.6% | $5,680+180.7% | $6,710+137.6% |
| Admin fee / account holder | $986 | $16,150-93.9% | $13,210-92.5% | $11,403-91.4% |