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 | $595,179 | $177,572+235.2% | $154,803+284.5% | $142,382+318.0% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 17.46% | 65.07%-47.6pp | 58.88%-41.4pp | 217.08%-199.6pp |
| Employer contribution / active EE | $9,887 | $4,810+105.5% | $4,305+129.6% | $4,299+130.0% |
| Participant deferral / active EE | $6,209 | $6,272-1.0% | $5,540+12.1% | $6,507-4.6% |
| Admin fee / account holder | $36,695 | $16,786+118.6% | $14,329+156.1% | $12,624+190.7% |