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 | $592,406 | $175,202+238.1% | $149,673+295.8% | $139,434+324.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.41% | 166.71%-148.3pp | 134.42%-116.0pp | 372.94%-354.5pp |
| Employer contribution / active EE | $1,391 | $5,474-74.6% | $4,818-71.1% | $4,751-70.7% |
| Participant deferral / active EE | $13,500 | $6,519+107.1% | $5,680+137.7% | $6,710+101.2% |
| Admin fee / account holder | $37,745 | $16,150+133.7% | $13,210+185.7% | $11,403+231.0% |