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 | $439,364 | $165,335+165.7% | $149,696+193.5% | $158,922+176.5% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+9.0pp |
| Annual return | 11.58% | 348.15%-336.6pp | 276.60%-265.0pp | 302.83%-291.3pp |
| Employer contribution / active EE | $16,280 | $5,103+219.0% | $4,644+250.5% | $4,761+241.9% |
| Participant deferral / active EE | $14,469 | $7,181+101.5% | $6,842+111.5% | $5,982+141.9% |
| Admin fee / account holder | $4,615 | $10,807-57.3% | $9,309-50.4% | $11,246-59.0% |