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 | $485,979 | $85,022+471.6% | $70,515+589.2% | $139,434+248.5% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 19.50% | 30.38%-10.9pp | 32.77%-13.3pp | 372.94%-353.4pp |
| Employer contribution / active EE | $5,398 | $3,909+38.1% | $2,973+81.5% | $4,751+13.6% |
| Participant deferral / active EE | $5,934 | $5,890+0.7% | $4,567+29.9% | $6,710-11.6% |
| Admin fee / account holder | $5,544 | $8,906-37.8% | $6,412-13.5% | $11,403-51.4% |