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 | $426,869 | $159,901+167.0% | $146,958+190.5% | $145,922+192.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.61% | 98.13%-80.5pp | 418.34%-400.7pp | 561.29%-543.7pp |
| Employer contribution / active EE | $2,726 | $5,286-48.4% | $4,933-44.7% | $4,660-41.5% |
| Participant deferral / active EE | $21,072 | $8,428+150.0% | $8,070+161.1% | $6,688+215.1% |
| Admin fee / account holder | $257,659 | $15,044+1612.7% | $12,998+1882.3% | $13,397+1823.3% |