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 | $888,704 | $159,602+456.8% | $150,045+492.3% | $142,382+524.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.77% | 70.24%-55.5pp | 62.55%-47.8pp | 217.08%-202.3pp |
| Employer contribution / active EE | $8,840 | $4,961+78.2% | $4,693+88.4% | $4,299+105.6% |
| Participant deferral / active EE | $4,501 | $8,310-45.8% | $7,997-43.7% | $6,507-30.8% |
| Admin fee / account holder | $1,666 | $14,846-88.8% | $13,435-87.6% | $12,624-86.8% |