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 | $652,103 | $165,335+294.4% | $149,696+335.6% | $158,922+310.3% |
| Participation rate | 94.7% | 84.6%+10.2pp | 82.5%+12.3pp | 82.0%+12.8pp |
| Annual return | 13.92% | 348.15%-334.2pp | 276.60%-262.7pp | 302.83%-288.9pp |
| Employer contribution / active EE | $19,014 | $5,103+272.6% | $4,644+309.4% | $4,761+299.4% |
| Participant deferral / active EE | $13,798 | $7,181+92.1% | $6,842+101.7% | $5,982+130.7% |
| Admin fee / account holder | $4,436 | $10,807-58.9% | $9,309-52.3% | $11,246-60.6% |