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 | $443,577 | $133,922+231.2% | $116,228+281.6% | $142,382+211.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 14.14% | 147.76%-133.6pp | 90.06%-75.9pp | 217.08%-202.9pp |
| Employer contribution / active EE | $22,766 | $3,446+560.7% | $2,994+660.3% | $4,299+429.6% |
| Participant deferral / active EE | $14,561 | $5,672+156.7% | $4,953+194.0% | $6,507+123.8% |
| Admin fee / account holder | $1,318 | $14,945-91.2% | $11,989-89.0% | $12,624-89.6% |