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 | $419,007 | $81,248+415.7% | $155,509+169.4% | $80,856+418.2% |
| Participation rate | 98.0% | 66.2%+31.7pp | 78.2%+19.8pp | 67.6%+30.3pp |
| Annual return | 19.23% | 33.31%-14.1pp | 64.67%-45.4pp | 35.59%-16.4pp |
| Employer contribution / active EE | $49,440 | $3,100+1494.7% | $4,672+958.1% | $2,755+1694.7% |
| Participant deferral / active EE | $2,479 | $3,452-28.2% | $5,626-55.9% | $4,296-42.3% |
| Admin fee / account holder | $19,204 | $7,997+140.1% | $15,912+20.7% | $6,918+177.6% |