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 | $485,331 | $74,888+548.1% | $71,209+581.6% | $142,382+240.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 13.97% | 345.14%-331.2pp | 282.51%-268.5pp | 217.08%-203.1pp |
| Employer contribution / active EE | $3,085 | $2,854+8.1% | $2,721+13.4% | $4,299-28.2% |
| Participant deferral / active EE | $7,657 | $4,454+71.9% | $4,175+83.4% | $6,507+17.7% |
| Admin fee / account holder | $3,972 | $5,568-28.7% | $5,349-25.7% | $12,624-68.5% |