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 | $564,254 | $150,440+275.1% | $136,294+314.0% | $147,584+282.3% |
| Participation rate | 88.2% | 84.4%+3.8pp | 81.9%+6.3pp | 82.8%+5.4pp |
| Annual return | 14.33% | 1049.08%-1034.8pp | 5155.94%-5141.6pp | 578.55%-564.2pp |
| Employer contribution / active EE | $4,496 | $5,256-14.5% | $4,695-4.2% | $4,876-7.8% |
| Participant deferral / active EE | $8,360 | $6,630+26.1% | $6,247+33.8% | $5,439+53.7% |
| Admin fee / account holder | $39,809 | $10,905+265.0% | $9,243+330.7% | $10,885+265.7% |