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 | $562,312 | $159,602+252.3% | $150,045+274.8% | $142,382+294.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.48% | 70.24%-57.8pp | 62.55%-50.1pp | 217.08%-204.6pp |
| Employer contribution / active EE | $10,211 | $4,961+105.8% | $4,693+117.6% | $4,299+137.5% |
| Participant deferral / active EE | $13,188 | $8,310+58.7% | $7,997+64.9% | $6,507+102.7% |
| Admin fee / account holder | $7,211 | $14,846-51.4% | $13,435-46.3% | $12,624-42.9% |