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 | $486,096 | $148,534+227.3% | $135,903+257.7% | $139,434+248.6% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 12.60% | 79.19%-66.6pp | 68.23%-55.6pp | 372.94%-360.3pp |
| Employer contribution / active EE | $14,807 | $5,243+182.4% | $4,856+204.9% | $4,751+211.7% |
| Participant deferral / active EE | $9,789 | $8,100+20.9% | $7,758+26.2% | $6,710+45.9% |
| Admin fee / account holder | $210,747 | $12,400+1599.6% | $10,762+1858.2% | $11,403+1748.3% |