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 | $559,718 | $159,602+250.7% | $150,045+273.0% | $142,382+293.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 14.44% | 70.24%-55.8pp | 62.55%-48.1pp | 217.08%-202.6pp |
| Employer contribution / active EE | $5,516 | $4,961+11.2% | $4,693+17.5% | $4,299+28.3% |
| Participant deferral / active EE | $17,121 | $8,310+106.0% | $7,997+114.1% | $6,507+163.1% |
| Admin fee / account holder | $61,445 | $14,846+313.9% | $13,435+357.4% | $12,624+386.7% |