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 | $766,881 | $77,899+884.5% | $149,673+412.4% | $75,163+920.3% |
| Participation rate | 97.8% | 65.6%+32.2pp | 78.8%+19.1pp | 67.2%+30.6pp |
| Annual return | 20.10% | 31.72%-11.6pp | 134.42%-114.3pp | 160.62%-140.5pp |
| Employer contribution / active EE | $33,135 | $3,137+956.1% | $4,818+587.8% | $2,670+1141.1% |
| Participant deferral / active EE | $21,219 | $3,411+522.1% | $5,680+273.6% | $4,125+414.4% |
| Admin fee / account holder | $24,050 | $5,956+303.8% | $13,210+82.1% | $5,651+325.6% |