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 | $595,344 | $165,984+258.7% | $164,813+261.2% | $145,922+308.0% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.6%+10.3pp | 80.3%+8.6pp |
| Annual return | 12.71% | 100.03%-87.3pp | 69.93%-57.2pp | 561.29%-548.6pp |
| Employer contribution / active EE | $12,773 | $5,273+142.2% | $4,341+194.3% | $4,660+174.1% |
| Participant deferral / active EE | $9,342 | $6,959+34.3% | $6,031+54.9% | $6,688+39.7% |
| Admin fee / account holder | $16,363 | $16,648-1.7% | $12,690+28.9% | $13,397+22.1% |