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 | $591,764 | $109,881+438.6% | $150,045+294.4% | $84,808+597.8% |
| Participation rate | 95.8% | 76.1%+19.7pp | 82.3%+13.5pp | 68.3%+27.5pp |
| Annual return | 15.31% | 28.25%-12.9pp | 62.55%-47.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $18,477 | $3,561+418.9% | $4,693+293.7% | $2,631+602.3% |
| Participant deferral / active EE | $12,406 | $6,636+86.9% | $7,997+55.1% | $4,212+194.6% |
| Admin fee / account holder | $39,698 | $8,568+363.3% | $13,435+195.5% | $7,344+440.6% |