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 | $875,832 | $217,402+302.9% | $185,823+371.3% | $167,490+422.9% |
| Participation rate | 86.4% | 86.0%+0.3pp | 81.7%+4.7pp | 82.1%+4.3pp |
| Annual return | 13.66% | 148.36%-134.7pp | 122.05%-108.4pp | 478.56%-464.9pp |
| Employer contribution / active EE | $29,250 | $5,873+398.0% | $5,167+466.1% | $4,837+504.7% |
| Participant deferral / active EE | $6,205 | $6,356-2.4% | $5,568+11.4% | $6,341-2.2% |
| Admin fee / account holder | $166,215 | $19,811+739.0% | $16,237+923.7% | $12,309+1250.3% |