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 | $298,525 | $159,602+87.0% | $150,045+99.0% | $142,382+109.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.99% | 70.24%-56.2pp | 62.55%-48.6pp | 217.08%-203.1pp |
| Employer contribution / active EE | $31,035 | $4,961+525.6% | $4,693+561.3% | $4,299+621.9% |
| Participant deferral / active EE | $20,817 | $8,310+150.5% | $7,997+160.3% | $6,507+219.9% |
| Admin fee / account holder | $80,150 | $14,846+439.9% | $13,435+496.6% | $12,624+534.9% |