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 4-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 | $515,740 | $148,534+247.2% | $135,903+279.5% | $139,434+269.9% |
| Participation rate | 94.7% | 83.9%+10.9pp | 81.9%+12.8pp | 80.3%+14.4pp |
| Annual return | 21.28% | 79.19%-57.9pp | 68.23%-47.0pp | 372.94%-351.7pp |
| Employer contribution / active EE | $2,568 | $5,243-51.0% | $4,856-47.1% | $4,751-45.9% |
| Participant deferral / active EE | $13,643 | $8,100+68.4% | $7,758+75.9% | $6,710+103.3% |
| Admin fee / account holder | $8,117 | $12,400-34.5% | $10,762-24.6% | $11,403-28.8% |