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 | $548,074 | $175,202+212.8% | $149,673+266.2% | $139,434+293.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.77% | 166.71%-154.9pp | 134.42%-122.6pp | 372.94%-361.2pp |
| Employer contribution / active EE | $11,121 | $5,474+103.1% | $4,818+130.8% | $4,751+134.1% |
| Participant deferral / active EE | $13,648 | $6,519+109.4% | $5,680+140.3% | $6,710+103.4% |
| Admin fee / account holder | $1,711 | $16,150-89.4% | $13,210-87.0% | $11,403-85.0% |