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 | $548,155 | $210,648+160.2% | $177,989+208.0% | $145,922+275.7% |
| Participation rate | 88.9% | 80.8%+8.1pp | 77.1%+11.8pp | 80.3%+8.6pp |
| Annual return | 13.80% | 385.86%-372.1pp | 294.48%-280.7pp | 561.29%-547.5pp |
| Employer contribution / active EE | $4,000 | $4,565-12.4% | $3,949+1.3% | $4,660-14.2% |
| Participant deferral / active EE | $10,349 | $6,958+48.7% | $6,276+64.9% | $6,688+54.7% |
| Admin fee / account holder | $17,262 | $12,013+43.7% | $10,363+66.6% | $13,397+28.9% |