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 | $602,496 | $133,922+349.9% | $116,228+418.4% | $142,382+323.2% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.6%+8.8pp | 80.1%+3.2pp |
| Annual return | 10.19% | 147.76%-137.6pp | 90.06%-79.9pp | 217.08%-206.9pp |
| Employer contribution / active EE | $14,240 | $3,446+313.3% | $2,994+375.5% | $4,299+231.2% |
| Participant deferral / active EE | $4,449 | $5,672-21.6% | $4,953-10.2% | $6,507-31.6% |
| Admin fee / account holder | $117,438 | $14,945+685.8% | $11,989+879.5% | $12,624+830.3% |