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 | $571,047 | $159,901+257.1% | $146,958+288.6% | $145,922+291.3% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.2%+12.0pp | 80.3%+13.8pp |
| Annual return | 10.49% | 98.13%-87.6pp | 418.34%-407.9pp | 561.29%-550.8pp |
| Employer contribution / active EE | $5,676 | $5,286+7.4% | $4,933+15.1% | $4,660+21.8% |
| Participant deferral / active EE | $10,225 | $8,428+21.3% | $8,070+26.7% | $6,688+52.9% |
| Admin fee / account holder | $45,409 | $15,044+201.8% | $12,998+249.3% | $13,397+238.9% |