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 | $537,327 | $159,602+236.7% | $150,045+258.1% | $142,382+277.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 30.76% | 70.24%-39.5pp | 62.55%-31.8pp | 217.08%-186.3pp |
| Employer contribution / active EE | $24,973 | $4,961+403.4% | $4,693+432.1% | $4,299+480.9% |
| Participant deferral / active EE | $21,600 | $8,310+159.9% | $7,997+170.1% | $6,507+231.9% |
| Admin fee / account holder | $2,052 | $14,846-86.2% | $13,435-84.7% | $12,624-83.7% |