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 | $393,773 | $210,648+86.9% | $177,989+121.2% | $145,922+169.9% |
| Participation rate | 90.9% | 80.8%+10.2pp | 77.1%+13.8pp | 80.3%+10.6pp |
| Annual return | 12.83% | 385.86%-373.0pp | 294.48%-281.7pp | 561.29%-548.5pp |
| Employer contribution / active EE | $3,763 | $4,565-17.6% | $3,949-4.7% | $4,660-19.3% |
| Participant deferral / active EE | $15,309 | $6,958+120.0% | $6,276+143.9% | $6,688+128.9% |
| Admin fee / account holder | $76,809 | $12,013+539.4% | $10,363+641.2% | $13,397+473.3% |