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 | $521,004 | $209,411+148.8% | $178,490+191.9% | $158,922+227.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 38.94% | 188.75%-149.8pp | 151.07%-112.1pp | 302.83%-263.9pp |
| Employer contribution / active EE | $14,312 | $5,706+150.8% | $5,011+185.6% | $4,761+200.6% |
| Participant deferral / active EE | $8,555 | $5,954+43.7% | $5,202+64.5% | $5,982+43.0% |
| Admin fee / account holder | $7,794 | $17,074-54.4% | $13,984-44.3% | $11,246-30.7% |