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 | $653,232 | $109,817+494.8% | $98,442+563.6% | $167,490+290.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 19.97% | 1956.69%-1936.7pp | 1492.73%-1472.8pp | 478.56%-458.6pp |
| Employer contribution / active EE | $5,374 | $3,224+66.7% | $2,960+81.6% | $4,837+11.1% |
| Participant deferral / active EE | $11,920 | $4,673+155.1% | $4,276+178.7% | $6,341+88.0% |
| Admin fee / account holder | $10,499 | $6,753+55.5% | $5,949+76.5% | $12,309-14.7% |