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 | $433,747 | $93,571+363.5% | $135,903+219.2% | $75,163+477.1% |
| Participation rate | 96.9% | 75.2%+21.7pp | 81.9%+15.0pp | 67.2%+29.7pp |
| Annual return | 23.21% | 30.90%-7.7pp | 68.23%-45.0pp | 160.62%-137.4pp |
| Employer contribution / active EE | $18,066 | $3,537+410.8% | $4,856+272.0% | $2,670+576.7% |
| Participant deferral / active EE | $10,386 | $6,404+62.2% | $7,758+33.9% | $4,125+151.8% |
| Admin fee / account holder | $47,623 | $6,975+582.7% | $10,762+342.5% | $5,651+742.8% |