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 | $425,259 | $114,381+271.8% | $107,525+295.5% | $142,382+198.7% |
| Participation rate | 93.8% | 78.1%+15.6pp | 75.1%+18.7pp | 80.1%+13.6pp |
| Annual return | 16.73% | 242.71%-226.0pp | 181.32%-164.6pp | 217.08%-200.3pp |
| Employer contribution / active EE | $17,526 | $4,015+336.6% | $3,754+366.9% | $4,299+307.7% |
| Participant deferral / active EE | $4,735 | $5,564-14.9% | $5,116-7.4% | $6,507-27.2% |
| Admin fee / account holder | $27,263 | $9,860+176.5% | $8,919+205.7% | $12,624+116.0% |