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 | $518,846 | $183,519+182.7% | $155,509+233.6% | $145,922+255.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.51% | 61.17%-47.7pp | 64.67%-51.2pp | 561.29%-547.8pp |
| Employer contribution / active EE | $16,559 | $5,313+211.7% | $4,672+254.4% | $4,660+255.4% |
| Participant deferral / active EE | $21,360 | $6,462+230.5% | $5,626+279.7% | $6,688+219.4% |
| Admin fee / account holder | $20,688 | $19,313+7.1% | $15,912+30.0% | $13,397+54.4% |