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 | $433,641 | $109,359+296.5% | $162,163+167.4% | $72,985+494.2% |
| Participation rate | 84.0% | 84.3%-0.3pp | 87.6%-3.6pp | 69.5%+14.5pp |
| Annual return | 21.03% | 25.46%-4.4pp | 115.59%-94.6pp | 81.00%-60.0pp |
| Employer contribution / active EE | $18,359 | $3,907+369.9% | $5,614+227.0% | $2,440+652.5% |
| Participant deferral / active EE | $13,428 | $5,481+145.0% | $7,298+84.0% | $3,607+272.2% |
| Admin fee / account holder | $32,283 | $7,972+305.0% | $10,843+197.7% | $5,124+530.0% |