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 | $489,299 | $201,272+143.1% | $184,203+165.6% | $145,922+235.3% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.1pp |
| Annual return | 17.36% | 29.00%-11.6pp | 28.81%-11.5pp | 561.29%-543.9pp |
| Employer contribution / active EE | $7,972 | $7,022+13.5% | $6,427+24.0% | $4,660+71.1% |
| Participant deferral / active EE | $20,333 | $9,806+107.4% | $9,131+122.7% | $6,688+204.0% |
| Admin fee / account holder | $660 | $16,364-96.0% | $13,901-95.3% | $13,397-95.1% |