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 | $755,631 | $114,381+560.6% | $107,525+602.8% | $142,382+430.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.25% | 242.71%-228.5pp | 181.32%-167.1pp | 217.08%-202.8pp |
| Employer contribution / active EE | $23,143 | $4,015+476.5% | $3,754+516.6% | $4,299+438.3% |
| Participant deferral / active EE | $6,761 | $5,564+21.5% | $5,116+32.2% | $6,507+3.9% |
| Admin fee / account holder | $106,137 | $9,860+976.4% | $8,919+1090.0% | $12,624+740.8% |