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 | $591,199 | $148,534+298.0% | $135,903+335.0% | $139,434+324.0% |
| Participation rate | 93.8% | 83.9%+9.9pp | 81.9%+11.8pp | 80.3%+13.4pp |
| Annual return | 12.22% | 79.19%-67.0pp | 68.23%-56.0pp | 372.94%-360.7pp |
| Employer contribution / active EE | $4,818 | $5,243-8.1% | $4,856-0.8% | $4,751+1.4% |
| Participant deferral / active EE | $8,390 | $8,100+3.6% | $7,758+8.1% | $6,710+25.0% |
| Admin fee / account holder | $5,614 | $12,400-54.7% | $10,762-47.8% | $11,403-50.8% |