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 | $601,295 | $209,832+186.6% | $189,513+217.3% | $167,490+259.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 20.82% | 748.27%-727.5pp | 555.15%-534.3pp | 478.56%-457.7pp |
| Employer contribution / active EE | $29,504 | $6,914+326.7% | $6,162+378.8% | $4,837+509.9% |
| Participant deferral / active EE | $18,314 | $8,935+105.0% | $8,221+122.8% | $6,341+188.8% |
| Admin fee / account holder | $4,833 | $14,293-66.2% | $12,045-59.9% | $12,309-60.7% |