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 | $713,519 | $102,317+597.4% | $146,958+385.5% | $80,856+782.5% |
| Participation rate | 90.0% | 75.8%+14.2pp | 82.2%+7.8pp | 67.6%+22.4pp |
| Annual return | 15.47% | 134.76%-119.3pp | 418.34%-402.9pp | 35.59%-20.1pp |
| Employer contribution / active EE | $6,746 | $3,713+81.7% | $4,933+36.8% | $2,755+144.9% |
| Participant deferral / active EE | $13,580 | $6,644+104.4% | $8,070+68.3% | $4,296+216.1% |
| Admin fee / account holder | $18,891 | $7,941+137.9% | $12,998+45.3% | $6,918+173.1% |