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 | $540,043 | $179,726+200.5% | $156,263+245.6% | $142,382+279.3% |
| Participation rate | 81.8% | 82.1%-0.3pp | 78.9%+2.9pp | 80.1%+1.7pp |
| Annual return | 10.55% | 77.86%-67.3pp | 59.47%-48.9pp | 217.08%-206.5pp |
| Employer contribution / active EE | $4,076 | $5,069-19.6% | $4,333-5.9% | $4,299-5.2% |
| Participant deferral / active EE | $8,364 | $6,956+20.2% | $6,158+35.8% | $6,507+28.5% |
| Admin fee / account holder | $1,986 | $17,272-88.5% | $14,255-86.1% | $12,624-84.3% |