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 | $588,019 | $165,984+254.3% | $164,813+256.8% | $145,922+303.0% |
| Participation rate | 91.7% | 82.0%+9.7pp | 78.6%+13.1pp | 80.3%+11.4pp |
| Annual return | 16.09% | 100.03%-83.9pp | 69.93%-53.8pp | 561.29%-545.2pp |
| Employer contribution / active EE | $2,597 | $5,273-50.7% | $4,341-40.2% | $4,660-44.3% |
| Participant deferral / active EE | $10,339 | $6,959+48.6% | $6,031+71.4% | $6,688+54.6% |
| Admin fee / account holder | $21,469 | $16,648+29.0% | $12,690+69.2% | $13,397+60.3% |