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 | $432,301 | $209,411+106.4% | $178,490+142.2% | $158,922+172.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.96% | 188.75%-169.8pp | 151.07%-132.1pp | 302.83%-283.9pp |
| Employer contribution / active EE | $23,175 | $5,706+306.1% | $5,011+362.5% | $4,761+386.7% |
| Participant deferral / active EE | $2,786 | $5,954-53.2% | $5,202-46.4% | $5,982-53.4% |
| Admin fee / account holder | $11,670 | $17,074-31.7% | $13,984-16.5% | $11,246+3.8% |