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 | $499,650 | $101,724+391.2% | $164,813+203.2% | $80,856+517.9% |
| Participation rate | 97.1% | 71.8%+25.3pp | 78.6%+18.5pp | 67.6%+29.5pp |
| Annual return | 19.05% | 16.72%+2.3pp | 69.93%-50.9pp | 35.59%-16.5pp |
| Employer contribution / active EE | $8,923 | $2,953+202.1% | $4,341+105.6% | $2,755+223.9% |
| Participant deferral / active EE | $7,794 | $4,477+74.1% | $6,031+29.2% | $4,296+81.4% |
| Admin fee / account holder | $4,556 | $8,227-44.6% | $12,690-64.1% | $6,918-34.1% |