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 | $670,292 | $175,202+282.6% | $149,673+347.8% | $139,434+380.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.32% | 166.71%-152.4pp | 134.42%-120.1pp | 372.94%-358.6pp |
| Employer contribution / active EE | $57,570 | $5,474+951.7% | $4,818+1095.0% | $4,751+1111.8% |
| Participant deferral / active EE | $35,861 | $6,519+450.1% | $5,680+531.3% | $6,710+434.4% |
| Admin fee / account holder | $23,116 | $16,150+43.1% | $13,210+75.0% | $11,403+102.7% |