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 | $742,113 | $177,572+317.9% | $154,803+379.4% | $142,382+421.2% |
| Participation rate | 92.9% | 82.1%+10.8pp | 78.1%+14.8pp | 80.1%+12.7pp |
| Annual return | 12.95% | 65.07%-52.1pp | 58.88%-45.9pp | 217.08%-204.1pp |
| Employer contribution / active EE | $16,241 | $4,810+237.6% | $4,305+277.2% | $4,299+277.8% |
| Participant deferral / active EE | $7,825 | $6,272+24.8% | $5,540+41.2% | $6,507+20.3% |
| Admin fee / account holder | $5,229 | $16,786-68.8% | $14,329-63.5% | $12,624-58.6% |