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 | $700,103 | $101,724+588.2% | $164,813+324.8% | $80,856+765.9% |
| Participation rate | 94.9% | 71.8%+23.1pp | 78.6%+16.3pp | 67.6%+27.3pp |
| Annual return | 24.99% | 16.72%+8.3pp | 69.93%-44.9pp | 35.59%-10.6pp |
| Employer contribution / active EE | $4,793 | $2,953+62.3% | $4,341+10.4% | $2,755+74.0% |
| Participant deferral / active EE | $11,604 | $4,477+159.2% | $6,031+92.4% | $4,296+170.1% |
| Admin fee / account holder | $58,005 | $8,227+605.0% | $12,690+357.1% | $6,918+738.5% |