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 | $798,629 | $110,261+624.3% | $95,745+734.1% | $139,434+472.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 12.37% | 27.11%-14.7pp | 28.35%-16.0pp | 372.94%-360.6pp |
| Employer contribution / active EE | $20,475 | $3,257+528.6% | $2,835+622.3% | $4,751+331.0% |
| Participant deferral / active EE | $3,069 | $4,676-34.4% | $4,245-27.7% | $6,710-54.3% |
| Admin fee / account holder | $47,026 | $6,613+611.1% | $5,678+728.2% | $11,403+312.4% |