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 | $498,598 | $107,934+361.9% | $91,989+442.0% | $152,861+226.2% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 31.58% | 89.24%-57.7pp | 69.02%-37.4pp | 345.32%-313.7pp |
| Employer contribution / active EE | $4,045 | $4,210-3.9% | $3,452+17.2% | $4,762-15.1% |
| Participant deferral / active EE | $14,277 | $6,364+124.3% | $5,923+141.0% | $5,850+144.0% |
| Admin fee / account holder | $8,665 | $10,520-17.6% | $7,743+11.9% | $11,596-25.3% |