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 | $724,175 | $109,413+561.9% | $156,263+363.4% | $84,808+753.9% |
| Participation rate | 97.3% | 72.7%+24.6pp | 78.9%+18.4pp | 68.3%+29.0pp |
| Annual return | 15.71% | 20.18%-4.5pp | 59.47%-43.8pp | 40.90%-25.2pp |
| Employer contribution / active EE | $21,033 | $2,907+623.6% | $4,333+385.4% | $2,631+699.5% |
| Participant deferral / active EE | $7,455 | $4,590+62.4% | $6,158+21.1% | $4,212+77.0% |
| Admin fee / account holder | $106,357 | $9,357+1036.7% | $14,255+646.1% | $7,344+1348.3% |