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 | $512,891 | $159,602+221.4% | $150,045+241.8% | $142,382+260.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.79% | 70.24%-54.4pp | 62.55%-46.8pp | 217.08%-201.3pp |
| Employer contribution / active EE | $3,879 | $4,961-21.8% | $4,693-17.4% | $4,299-9.8% |
| Participant deferral / active EE | $23,920 | $8,310+187.8% | $7,997+199.1% | $6,507+267.6% |
| Admin fee / account holder | $183,882 | $14,846+1138.6% | $13,435+1268.7% | $12,624+1356.6% |