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 | $413,053 | $133,922+208.4% | $116,228+255.4% | $142,382+190.1% |
| Participation rate | 86.4% | 77.9%+8.5pp | 74.6%+11.8pp | 80.1%+6.2pp |
| Annual return | 18.97% | 147.76%-128.8pp | 90.06%-71.1pp | 217.08%-198.1pp |
| Employer contribution / active EE | $1,110 | $3,446-67.8% | $2,994-62.9% | $4,299-74.2% |
| Participant deferral / active EE | $5,923 | $5,672+4.4% | $4,953+19.6% | $6,507-9.0% |
| Admin fee / account holder | $11,677 | $14,945-21.9% | $11,989-2.6% | $12,624-7.5% |