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 | $782,368 | $127,065+515.7% | $113,168+591.3% | $142,382+449.5% |
| Participation rate | 94.7% | 79.2%+15.5pp | 76.6%+18.2pp | 80.1%+14.6pp |
| Annual return | 15.31% | 24.03%-8.7pp | 24.27%-9.0pp | 217.08%-201.8pp |
| Employer contribution / active EE | $18,092 | $3,442+425.6% | $2,975+508.1% | $4,299+320.8% |
| Participant deferral / active EE | $18,092 | $5,716+216.5% | $5,107+254.3% | $6,507+178.0% |
| Admin fee / account holder | $103,400 | $15,736+557.1% | $12,068+756.8% | $12,624+719.1% |