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 | $425,649 | $106,584+299.4% | $101,326+320.1% | $142,382+198.9% |
| Participation rate | 90.9% | 82.7%+8.2pp | 81.5%+9.4pp | 80.1%+10.8pp |
| Annual return | 14.53% | 36.93%-22.4pp | 36.82%-22.3pp | 217.08%-202.5pp |
| Employer contribution / active EE | $23,394 | $3,956+491.4% | $3,665+538.3% | $4,299+444.2% |
| Participant deferral / active EE | $19,838 | $8,297+139.1% | $7,994+148.2% | $6,507+204.9% |
| Admin fee / account holder | $124,172 | $11,446+984.8% | $11,185+1010.2% | $12,624+883.6% |