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 7-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 | $417,259 | $125,758+231.8% | $169,993+145.5% | $75,163+455.1% |
| Participation rate | 96.2% | 83.6%+12.6pp | 87.0%+9.2pp | 67.2%+29.0pp |
| Annual return | 16.02% | 27.20%-11.2pp | 53.37%-37.4pp | 160.62%-144.6pp |
| Employer contribution / active EE | $10,604 | $4,615+129.8% | $6,785+56.3% | $2,670+297.2% |
| Participant deferral / active EE | $16,780 | $6,837+145.4% | $10,408+61.2% | $4,125+306.8% |
| Admin fee / account holder | $27,110 | $8,173+231.7% | $12,815+111.5% | $5,651+379.7% |