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 | $528,150 | $175,202+201.5% | $149,673+252.9% | $139,434+278.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.05% | 166.71%-155.7pp | 134.42%-123.4pp | 372.94%-361.9pp |
| Employer contribution / active EE | $8,759 | $5,474+60.0% | $4,818+81.8% | $4,751+84.4% |
| Participant deferral / active EE | $12,012 | $6,519+84.3% | $5,680+111.5% | $6,710+79.0% |
| Admin fee / account holder | $33,992 | $16,150+110.5% | $13,210+157.3% | $11,403+198.1% |