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 | $567,268 | $159,602+255.4% | $150,045+278.1% | $142,382+298.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.20% | 70.24%-49.0pp | 62.55%-41.3pp | 217.08%-195.9pp |
| Employer contribution / active EE | $42,902 | $4,961+764.9% | $4,693+814.1% | $4,299+897.9% |
| Participant deferral / active EE | $28,708 | $8,310+245.5% | $7,997+259.0% | $6,507+341.2% |
| Admin fee / account holder | $1,822 | $14,846-87.7% | $13,435-86.4% | $12,624-85.6% |