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 | $490,939 | $99,985+391.0% | $146,665+234.7% | $85,850+471.9% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 12.94% | 18.93%-6.0pp | 22.74%-9.8pp | 318.53%-305.6pp |
| Employer contribution / active EE | $6,611 | $2,559+158.4% | $4,136+59.8% | $2,565+157.7% |
| Participant deferral / active EE | $5,144 | $4,006+28.4% | $5,506-6.6% | $3,952+30.2% |
| Admin fee / account holder | $63,802 | $7,702+728.3% | $10,280+520.7% | $6,260+919.2% |