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 | $365,543 | $159,602+129.0% | $150,045+143.6% | $142,382+156.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.71% | 70.24%-57.5pp | 62.55%-49.8pp | 217.08%-204.4pp |
| Employer contribution / active EE | $5,073 | $4,961+2.3% | $4,693+8.1% | $4,299+18.0% |
| Participant deferral / active EE | $17,775 | $8,310+113.9% | $7,997+122.3% | $6,507+173.2% |
| Admin fee / account holder | $141,408 | $14,846+852.5% | $13,435+952.6% | $12,624+1020.2% |