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 | $633,567 | $85,202+643.6% | $172,739+266.8% | $72,985+768.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.37% | 27.32%-7.0pp | 802.84%-782.5pp | 81.00%-60.6pp |
| Employer contribution / active EE | $28,652 | $3,324+761.9% | $5,143+457.1% | $2,440+1074.4% |
| Participant deferral / active EE | $12,249 | $3,260+275.7% | $5,198+135.7% | $3,607+239.6% |
| Admin fee / account holder | $1,893 | $5,884-67.8% | $13,954-86.4% | $5,124-63.1% |