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 | $648,831 | $95,416+580.0% | $185,823+249.2% | $85,850+655.8% |
| Participation rate | 90.0% | 68.8%+21.2pp | 81.7%+8.3pp | 69.3%+20.7pp |
| Annual return | 12.24% | 23.59%-11.3pp | 122.05%-109.8pp | 318.53%-306.3pp |
| Employer contribution / active EE | $25,557 | $3,314+671.2% | $5,167+394.6% | $2,565+896.3% |
| Participant deferral / active EE | $15,198 | $3,423+344.0% | $5,568+173.0% | $3,952+284.6% |
| Admin fee / account holder | $4,874 | $7,213-32.4% | $16,237-70.0% | $6,260-22.1% |