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 | $673,969 | $159,901+321.5% | $146,958+358.6% | $145,922+361.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.61% | 98.13%-86.5pp | 418.34%-406.7pp | 561.29%-549.7pp |
| Employer contribution / active EE | $11,500 | $5,286+117.6% | $4,933+133.1% | $4,660+146.8% |
| Participant deferral / active EE | $9,425 | $8,428+11.8% | $8,070+16.8% | $6,688+40.9% |
| Admin fee / account holder | $24,879 | $15,044+65.4% | $12,998+91.4% | $13,397+85.7% |