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 | $567,533 | $153,772+269.1% | $133,980+323.6% | $273,961+107.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 10.64% | 36.51%-25.9pp | 29.30%-18.7pp | 41.45%-30.8pp |
| Employer contribution / active EE | $16,946 | $6,029+181.1% | $5,211+225.2% | $4,869+248.1% |
| Participant deferral / active EE | $9,207 | $6,958+32.3% | $6,282+46.6% | $5,287+74.1% |
| Admin fee / account holder | $4,005 | $11,765-66.0% | $9,324-57.0% | $10,132-60.5% |