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 9-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 | $439,780 | $183,519+139.6% | $155,509+182.8% | $145,922+201.4% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 16.96% | 61.17%-44.2pp | 64.67%-47.7pp | 561.29%-544.3pp |
| Employer contribution / active EE | $38,199 | $5,313+619.0% | $4,672+717.5% | $4,660+719.8% |
| Participant deferral / active EE | $23,245 | $6,462+259.7% | $5,626+313.2% | $6,688+247.6% |
| Admin fee / account holder | $981 | $19,313-94.9% | $15,912-93.8% | $13,397-92.7% |