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 | $478,560 | $238,490+100.7% | $180,183+165.6% | $142,382+236.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 11.61% | 33.56%-21.9pp | 27.86%-16.2pp | 217.08%-205.5pp |
| Employer contribution / active EE | $12,326 | $6,143+100.7% | $5,039+144.6% | $4,299+186.7% |
| Participant deferral / active EE | $10,546 | $7,996+31.9% | $6,822+54.6% | $6,507+62.1% |
| Admin fee / account holder | $223,438 | $28,866+674.0% | $19,975+1018.6% | $12,624+1670.0% |