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 | $600,269 | $159,901+275.4% | $146,958+308.5% | $145,922+311.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.94% | 98.13%-87.2pp | 418.34%-407.4pp | 561.29%-550.3pp |
| Employer contribution / active EE | $4,058 | $5,286-23.2% | $4,933-17.7% | $4,660-12.9% |
| Participant deferral / active EE | $12,400 | $8,428+47.1% | $8,070+53.7% | $6,688+85.4% |
| Admin fee / account holder | $5,255 | $15,044-65.1% | $12,998-59.6% | $13,397-60.8% |