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 | $475,853 | $80,717+489.5% | $154,803+207.4% | $84,808+461.1% |
| Participation rate | 94.4% | 66.8%+27.6pp | 78.1%+16.4pp | 68.3%+26.1pp |
| Annual return | 15.61% | 37.96%-22.3pp | 58.88%-43.3pp | 40.90%-25.3pp |
| Employer contribution / active EE | $6,938 | $2,761+151.3% | $4,305+61.2% | $2,631+163.7% |
| Participant deferral / active EE | $4,884 | $3,303+47.9% | $5,540-11.8% | $4,212+16.0% |
| Admin fee / account holder | $4,133 | $6,746-38.7% | $14,329-71.2% | $7,344-43.7% |