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 | $639,864 | $109,881+482.3% | $150,045+326.4% | $84,808+654.5% |
| Participation rate | 95.2% | 76.1%+19.1pp | 82.3%+12.8pp | 68.3%+26.9pp |
| Annual return | 15.56% | 28.25%-12.7pp | 62.55%-47.0pp | 40.90%-25.3pp |
| Employer contribution / active EE | $22,528 | $3,561+532.6% | $4,693+380.0% | $2,631+756.3% |
| Participant deferral / active EE | $17,138 | $6,636+158.3% | $7,997+114.3% | $4,212+306.9% |
| Admin fee / account holder | $12,222 | $8,568+42.6% | $13,435-9.0% | $7,344+66.4% |