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 | $592,878 | $176,056+236.8% | $159,436+271.9% | $167,490+254.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.52% | 331.75%-321.2pp | 263.57%-253.1pp | 478.56%-468.0pp |
| Employer contribution / active EE | $5,000 | $5,297-5.6% | $4,829+3.5% | $4,837+3.4% |
| Participant deferral / active EE | $8,815 | $7,750+13.7% | $7,352+19.9% | $6,341+39.0% |
| Admin fee / account holder | $11,123 | $12,554-11.4% | $10,799+3.0% | $12,309-9.6% |