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 | $766,457 | $159,602+380.2% | $150,045+410.8% | $142,382+438.3% |
| Participation rate | 93.3% | 84.0%+9.4pp | 82.3%+11.0pp | 80.1%+13.2pp |
| Annual return | 18.03% | 70.24%-52.2pp | 62.55%-44.5pp | 217.08%-199.0pp |
| Employer contribution / active EE | $19,924 | $4,961+301.7% | $4,693+324.5% | $4,299+363.5% |
| Participant deferral / active EE | $16,535 | $8,310+99.0% | $7,997+106.8% | $6,507+154.1% |
| Admin fee / account holder | $2,035 | $14,846-86.3% | $13,435-84.9% | $12,624-83.9% |