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 | $433,460 | $94,625+358.1% | $116,228+272.9% | $84,808+411.1% |
| Participation rate | 72.4% | 70.4%+2.0pp | 74.6%-2.1pp | 68.3%+4.1pp |
| Annual return | 54.04% | 20.40%+33.6pp | 90.06%-36.0pp | 40.90%+13.1pp |
| Employer contribution / active EE | $2,321 | $2,347-1.1% | $2,994-22.5% | $2,631-11.8% |
| Participant deferral / active EE | $6,240 | $3,972+57.1% | $4,953+26.0% | $4,212+48.2% |
| Admin fee / account holder | $4,659 | $10,091-53.8% | $11,989-61.1% | $7,344-36.6% |