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 | $367,535 | $209,832+75.2% | $189,513+93.9% | $167,490+119.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 18.84% | 748.27%-729.4pp | 555.15%-536.3pp | 478.56%-459.7pp |
| Employer contribution / active EE | $14,767 | $6,914+113.6% | $6,162+139.7% | $4,837+205.3% |
| Participant deferral / active EE | $11,238 | $8,935+25.8% | $8,221+36.7% | $6,341+77.2% |
| Admin fee / account holder | $10,224 | $14,293-28.5% | $12,045-15.1% | $12,309-16.9% |