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 | $493,947 | $209,411+135.9% | $178,490+176.7% | $158,922+210.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.72% | 188.75%-181.0pp | 151.07%-143.3pp | 302.83%-295.1pp |
| Employer contribution / active EE | $13,848 | $5,706+142.7% | $5,011+176.4% | $4,761+190.8% |
| Participant deferral / active EE | $10,475 | $5,954+75.9% | $5,202+101.4% | $5,982+75.1% |
| Admin fee / account holder | $20,615 | $17,074+20.7% | $13,984+47.4% | $11,246+83.3% |