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 | $974,300 | $201,272+384.1% | $184,203+428.9% | $145,922+567.7% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 17.11% | 29.00%-11.9pp | 28.81%-11.7pp | 561.29%-544.2pp |
| Employer contribution / active EE | $2,100 | $7,022-70.1% | $6,427-67.3% | $4,660-54.9% |
| Participant deferral / active EE | $9,163 | $9,806-6.6% | $9,131+0.3% | $6,688+37.0% |
| Admin fee / account holder | $2,667 | $16,364-83.7% | $13,901-80.8% | $13,397-80.1% |