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 | $612,067 | $175,202+249.4% | $149,673+308.9% | $139,434+339.0% |
| Participation rate | 95.0% | 83.4%+11.6pp | 78.8%+16.2pp | 80.3%+14.7pp |
| Annual return | 41.35% | 166.71%-125.4pp | 134.42%-93.1pp | 372.94%-331.6pp |
| Employer contribution / active EE | $6,235 | $5,474+13.9% | $4,818+29.4% | $4,751+31.2% |
| Participant deferral / active EE | $19,261 | $6,519+195.5% | $5,680+239.1% | $6,710+187.0% |
| Admin fee / account holder | $31,942 | $16,150+97.8% | $13,210+141.8% | $11,403+180.1% |