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 | $774,355 | $198,466+290.2% | $170,442+354.3% | $147,584+424.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.88% | 257.29%-247.4pp | 205.93%-196.0pp | 578.55%-568.7pp |
| Employer contribution / active EE | $29,384 | $6,184+375.2% | $5,433+440.9% | $4,876+502.6% |
| Participant deferral / active EE | $19,150 | $5,629+240.2% | $4,939+287.7% | $5,439+252.1% |
| Admin fee / account holder | $13,926 | $16,852-17.4% | $13,880+0.3% | $10,885+27.9% |