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 | $501,672 | $177,572+182.5% | $154,803+224.1% | $142,382+252.3% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 15.68% | 65.07%-49.4pp | 58.88%-43.2pp | 217.08%-201.4pp |
| Employer contribution / active EE | $4,224 | $4,810-12.2% | $4,305-1.9% | $4,299-1.7% |
| Participant deferral / active EE | $7,381 | $6,272+17.7% | $5,540+33.2% | $6,507+13.4% |
| Admin fee / account holder | $4,880 | $16,786-70.9% | $14,329-65.9% | $12,624-61.3% |