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 | $519,963 | $154,117+237.4% | $129,995+300.0% | $139,434+272.9% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.5%+11.5pp | 80.3%+9.7pp |
| Annual return | 17.14% | 32.48%-15.3pp | -137.18%+154.3pp | 372.94%-355.8pp |
| Employer contribution / active EE | $9,150 | $5,289+73.0% | $4,320+111.8% | $4,751+92.6% |
| Participant deferral / active EE | $3,426 | $6,710-48.9% | $5,820-41.1% | $6,710-48.9% |
| Admin fee / account holder | $42,754 | $14,007+205.2% | $10,614+302.8% | $11,403+275.0% |