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 | $664,974 | $159,901+315.9% | $146,958+352.5% | $145,922+355.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.33% | 98.13%-82.8pp | 418.34%-403.0pp | 561.29%-546.0pp |
| Employer contribution / active EE | $4,259 | $5,286-19.4% | $4,933-13.7% | $4,660-8.6% |
| Participant deferral / active EE | $7,324 | $8,428-13.1% | $8,070-9.2% | $6,688+9.5% |
| Admin fee / account holder | $57,830 | $15,044+284.4% | $12,998+344.9% | $13,397+331.7% |