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 | $485,799 | $148,978+226.1% | $200,582+142.2% | $84,808+472.8% |
| Participation rate | 77.4% | 84.2%-6.8pp | 86.9%-9.5pp | 68.3%+9.1pp |
| Annual return | 15.16% | 28.16%-13.0pp | 42.33%-27.2pp | 40.90%-25.7pp |
| Employer contribution / active EE | $2,562 | $4,815-46.8% | $6,419-60.1% | $2,631-2.6% |
| Participant deferral / active EE | $4,497 | $7,142-37.0% | $9,331-51.8% | $4,212+6.8% |
| Admin fee / account holder | $24,448 | $13,977+74.9% | $16,305+49.9% | $7,344+232.9% |