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 | $447,092 | $159,602+180.1% | $150,045+198.0% | $142,382+214.0% |
| Participation rate | 95.8% | 84.0%+11.9pp | 82.3%+13.5pp | 80.1%+15.7pp |
| Annual return | 14.21% | 70.24%-56.0pp | 62.55%-48.3pp | 217.08%-202.9pp |
| Employer contribution / active EE | $13,522 | $4,961+172.6% | $4,693+188.1% | $4,299+214.5% |
| Participant deferral / active EE | $13,211 | $8,310+59.0% | $7,997+65.2% | $6,507+103.0% |
| Admin fee / account holder | $2,054 | $14,846-86.2% | $13,435-84.7% | $12,624-83.7% |