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 | $509,088 | $109,881+363.3% | $150,045+239.3% | $84,808+500.3% |
| Participation rate | 81.3% | 76.1%+5.2pp | 82.3%-1.1pp | 68.3%+12.9pp |
| Annual return | 16.85% | 28.25%-11.4pp | 62.55%-45.7pp | 40.90%-24.0pp |
| Employer contribution / active EE | $4,620 | $3,561+29.7% | $4,693-1.6% | $2,631+75.6% |
| Participant deferral / active EE | $13,091 | $6,636+97.3% | $7,997+63.7% | $4,212+210.8% |
| Admin fee / account holder | $22,587 | $8,568+163.6% | $13,435+68.1% | $7,344+207.6% |