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 | $680,075 | $81,248+737.0% | $155,509+337.3% | $80,856+741.1% |
| Participation rate | 90.2% | 66.2%+24.0pp | 78.2%+12.1pp | 67.6%+22.6pp |
| Annual return | 16.16% | 33.31%-17.1pp | 64.67%-48.5pp | 35.59%-19.4pp |
| Employer contribution / active EE | $10,179 | $3,100+228.3% | $4,672+117.9% | $2,755+269.5% |
| Participant deferral / active EE | $12,043 | $3,452+248.9% | $5,626+114.1% | $4,296+180.3% |
| Admin fee / account holder | $52,826 | $7,997+560.6% | $15,912+232.0% | $6,918+663.6% |