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 | $291,626 | $198,466+46.9% | $170,442+71.1% | $147,584+97.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.09% | 257.29%-241.2pp | 205.93%-189.8pp | 578.55%-562.5pp |
| Employer contribution / active EE | $23,883 | $6,184+286.2% | $5,433+339.6% | $4,876+389.8% |
| Participant deferral / active EE | $15,872 | $5,629+181.9% | $4,939+221.3% | $5,439+191.8% |
| Admin fee / account holder | $2,037 | $16,852-87.9% | $13,880-85.3% | $10,885-81.3% |