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 | $682,365 | $159,602+327.5% | $150,045+354.8% | $142,382+379.2% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.3%-4.5pp | 80.1%-2.3pp |
| Annual return | 19.31% | 70.24%-50.9pp | 62.55%-43.2pp | 217.08%-197.8pp |
| Employer contribution / active EE | $12,752 | $4,961+157.1% | $4,693+171.7% | $4,299+196.6% |
| Participant deferral / active EE | $9,477 | $8,310+14.0% | $7,997+18.5% | $6,507+45.6% |
| Admin fee / account holder | $44,050 | $14,846+196.7% | $13,435+227.9% | $12,624+248.9% |