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 | $329,963 | $80,717+308.8% | $154,803+113.2% | $84,808+289.1% |
| Participation rate | 92.9% | 66.8%+26.0pp | 78.1%+14.8pp | 68.3%+24.5pp |
| Annual return | 63.36% | 37.96%+25.4pp | 58.88%+4.5pp | 40.90%+22.5pp |
| Employer contribution / active EE | $10,629 | $2,761+284.9% | $4,305+146.9% | $2,631+304.0% |
| Participant deferral / active EE | $5,662 | $3,303+71.4% | $5,540+2.2% | $4,212+34.4% |
| Admin fee / account holder | $2,503 | $6,746-62.9% | $14,329-82.5% | $7,344-65.9% |