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 | $391,730 | $217,402+80.2% | $185,823+110.8% | $167,490+133.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.48% | 148.36%-131.9pp | 122.05%-105.6pp | 478.56%-462.1pp |
| Employer contribution / active EE | $11,124 | $5,873+89.4% | $5,167+115.3% | $4,837+129.9% |
| Participant deferral / active EE | $22,850 | $6,356+259.5% | $5,568+310.4% | $6,341+260.3% |
| Admin fee / account holder | $1,380 | $19,811-93.0% | $16,237-91.5% | $12,309-88.8% |