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 | $538,140 | $109,881+389.7% | $150,045+258.7% | $84,808+534.5% |
| Participation rate | 85.4% | 76.1%+9.3pp | 82.3%+3.0pp | 68.3%+17.1pp |
| Annual return | 14.99% | 28.25%-13.3pp | 62.55%-47.6pp | 40.90%-25.9pp |
| Employer contribution / active EE | $10,402 | $3,561+192.1% | $4,693+121.6% | $2,631+295.4% |
| Participant deferral / active EE | $10,876 | $6,636+63.9% | $7,997+36.0% | $4,212+158.2% |
| Admin fee / account holder | $6,431 | $8,568-24.9% | $13,435-52.1% | $7,344-12.4% |