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 | $586,045 | $89,753+553.0% | $107,525+445.0% | $84,808+591.0% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 26.03% | 29.48%-3.5pp | 181.32%-155.3pp | 40.90%-14.9pp |
| Employer contribution / active EE | $12,609 | $3,113+305.0% | $3,754+235.9% | $2,631+379.2% |
| Participant deferral / active EE | $11,155 | $4,056+175.0% | $5,116+118.1% | $4,212+164.9% |
| Admin fee / account holder | $88,865 | $7,222+1130.5% | $8,919+896.4% | $7,344+1110.1% |