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 | $991,197 | $177,572+458.2% | $154,803+540.3% | $142,382+596.2% |
| Participation rate | 92.9% | 82.1%+10.8pp | 78.1%+14.8pp | 80.1%+12.7pp |
| Annual return | 15.56% | 65.07%-49.5pp | 58.88%-43.3pp | 217.08%-201.5pp |
| Employer contribution / active EE | $28,968 | $4,810+502.2% | $4,305+572.8% | $4,299+573.8% |
| Participant deferral / active EE | $21,179 | $6,272+237.7% | $5,540+282.2% | $6,507+225.5% |
| Admin fee / account holder | $7,510 | $16,786-55.3% | $14,329-47.6% | $12,624-40.5% |