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 | $435,980 | $217,402+100.5% | $185,823+134.6% | $167,490+160.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.76% | 148.36%-132.6pp | 122.05%-106.3pp | 478.56%-462.8pp |
| Employer contribution / active EE | $19,170 | $5,873+226.4% | $5,167+271.0% | $4,837+296.3% |
| Participant deferral / active EE | $6,471 | $6,356+1.8% | $5,568+16.2% | $6,341+2.1% |
| Admin fee / account holder | $130,404 | $19,811+558.3% | $16,237+703.1% | $12,309+959.4% |