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 | $493,795 | $77,634+536.1% | $156,549+215.4% | $62,891+685.2% |
| Participation rate | 93.2% | 71.2%+22.0pp | 84.0%+9.2pp | 69.3%+23.9pp |
| Annual return | 10.04% | 50.32%-40.3pp | 32.23%-22.2pp | 20.14%-10.1pp |
| Employer contribution / active EE | $31,527 | $3,444+815.5% | $5,501+473.1% | $2,281+1282.2% |
| Participant deferral / active EE | $9,530 | $3,045+212.9% | $4,871+95.6% | $3,203+197.5% |
| Admin fee / account holder | $29,816 | $5,561+436.2% | $13,027+128.9% | $4,296+594.1% |