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 | $432,450 | $159,602+171.0% | $150,045+188.2% | $142,382+203.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.78% | 70.24%-56.5pp | 62.55%-48.8pp | 217.08%-203.3pp |
| Employer contribution / active EE | $14,593 | $4,961+194.2% | $4,693+210.9% | $4,299+239.4% |
| Participant deferral / active EE | $14,593 | $8,310+75.6% | $7,997+82.5% | $6,507+124.3% |
| Admin fee / account holder | $3,502 | $14,846-76.4% | $13,435-73.9% | $12,624-72.3% |