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 | $481,635 | $214,378+124.7% | $200,582+140.1% | $142,382+238.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.00% | 46.41%-28.4pp | 42.33%-24.3pp | 217.08%-199.1pp |
| Employer contribution / active EE | $9,566 | $6,841+39.8% | $6,419+49.0% | $4,299+122.5% |
| Participant deferral / active EE | $30,063 | $9,865+204.7% | $9,331+222.2% | $6,507+362.0% |
| Admin fee / account holder | $3,303 | $17,692-81.3% | $16,305-79.7% | $12,624-73.8% |