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 | $646,479 | $112,096+476.7% | $95,952+573.8% | $158,922+306.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 13.27% | 171.09%-157.8pp | 91.61%-78.3pp | 302.83%-289.6pp |
| Employer contribution / active EE | $21,375 | $3,198+568.4% | $2,541+741.2% | $4,761+348.9% |
| Participant deferral / active EE | $10,963 | $4,784+129.2% | $4,167+163.1% | $5,982+83.3% |
| Admin fee / account holder | $4,230 | $10,130-58.2% | $6,795-37.8% | $11,246-62.4% |