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 | $497,185 | $137,414+261.8% | $189,513+162.3% | $85,850+479.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 18.60% | 38.14%-19.5pp | 555.15%-536.5pp | 318.53%-299.9pp |
| Employer contribution / active EE | $17,085 | $4,344+293.3% | $6,162+177.3% | $2,565+566.0% |
| Participant deferral / active EE | $20,547 | $6,260+228.2% | $8,221+149.9% | $3,952+420.0% |
| Admin fee / account holder | $27,072 | $8,630+213.7% | $12,045+124.8% | $6,260+332.5% |