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 | $416,897 | $183,519+127.2% | $155,509+168.1% | $145,922+185.7% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 12.21% | 61.17%-49.0pp | 64.67%-52.5pp | 561.29%-549.1pp |
| Employer contribution / active EE | $30,044 | $5,313+465.5% | $4,672+543.0% | $4,660+544.8% |
| Participant deferral / active EE | $19,683 | $6,462+204.6% | $5,626+249.8% | $6,688+194.3% |
| Admin fee / account holder | $7,385 | $19,313-61.8% | $15,912-53.6% | $13,397-44.9% |