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 | $600,968 | $197,591+204.1% | $177,821+238.0% | $158,922+278.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 18.45% | 58.76%-40.3pp | 48.32%-29.9pp | 302.83%-284.4pp |
| Employer contribution / active EE | $7,959 | $6,697+18.8% | $5,918+34.5% | $4,761+67.2% |
| Participant deferral / active EE | $19,045 | $8,405+126.6% | $7,714+146.9% | $5,982+218.4% |
| Admin fee / account holder | $13,230 | $15,399-14.1% | $12,427+6.5% | $11,246+17.6% |