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 | $514,763 | $202,318+154.4% | $172,739+198.0% | $152,861+236.8% |
| Participation rate | 95.8% | 87.1%+8.8pp | 82.6%+13.2pp | 82.4%+13.4pp |
| Annual return | 21.12% | 1029.65%-1008.5pp | 802.84%-781.7pp | 345.32%-324.2pp |
| Employer contribution / active EE | $20,640 | $5,856+252.5% | $5,143+301.3% | $4,762+333.4% |
| Participant deferral / active EE | $19,058 | $5,948+220.4% | $5,198+266.7% | $5,850+225.8% |
| Admin fee / account holder | $3,288 | $17,109-80.8% | $13,954-76.4% | $11,596-71.6% |