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 | $627,698 | $159,602+293.3% | $150,045+318.3% | $142,382+340.9% |
| Participation rate | 94.7% | 84.0%+10.8pp | 82.3%+12.4pp | 80.1%+14.6pp |
| Annual return | 14.02% | 70.24%-56.2pp | 62.55%-48.5pp | 217.08%-203.1pp |
| Employer contribution / active EE | $2,554 | $4,961-48.5% | $4,693-45.6% | $4,299-40.6% |
| Participant deferral / active EE | $15,288 | $8,310+84.0% | $7,997+91.2% | $6,507+134.9% |
| Admin fee / account holder | $5,602 | $14,846-62.3% | $13,435-58.3% | $12,624-55.6% |