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 | $346,353 | $217,402+59.3% | $185,823+86.4% | $167,490+106.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.31% | 148.36%-135.0pp | 122.05%-108.7pp | 478.56%-465.2pp |
| Employer contribution / active EE | $12,542 | $5,873+113.6% | $5,167+142.7% | $4,837+159.3% |
| Participant deferral / active EE | $10,002 | $6,356+57.4% | $5,568+79.6% | $6,341+57.7% |
| Admin fee / account holder | $8,403 | $19,811-57.6% | $16,237-48.3% | $12,309-31.7% |