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 | $510,204 | $148,978+242.5% | $200,582+154.4% | $84,808+501.6% |
| Participation rate | 85.2% | 84.2%+1.0pp | 86.9%-1.7pp | 68.3%+16.9pp |
| Annual return | 17.19% | 28.16%-11.0pp | 42.33%-25.1pp | 40.90%-23.7pp |
| Employer contribution / active EE | $14,848 | $4,815+208.4% | $6,419+131.3% | $2,631+464.3% |
| Participant deferral / active EE | $12,888 | $7,142+80.5% | $9,331+38.1% | $4,212+206.0% |
| Admin fee / account holder | $17,527 | $13,977+25.4% | $16,305+7.5% | $7,344+138.7% |