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 | $963,520 | $183,519+425.0% | $155,509+519.6% | $145,922+560.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.37% | 61.17%-51.8pp | 64.67%-55.3pp | 561.29%-551.9pp |
| Employer contribution / active EE | $2,499 | $5,313-53.0% | $4,672-46.5% | $4,660-46.4% |
| Participant deferral / active EE | $2,960 | $6,462-54.2% | $5,626-47.4% | $6,688-55.7% |
| Admin fee / account holder | $26,171 | $19,313+35.5% | $15,912+64.5% | $13,397+95.4% |