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 | $371,905 | $159,602+133.0% | $150,045+147.9% | $142,382+161.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.96% | 70.24%-57.3pp | 62.55%-49.6pp | 217.08%-204.1pp |
| Employer contribution / active EE | $20,639 | $4,961+316.1% | $4,693+339.8% | $4,299+380.1% |
| Participant deferral / active EE | $10,377 | $8,310+24.9% | $7,997+29.8% | $6,507+59.5% |
| Admin fee / account holder | $2,913 | $14,846-80.4% | $13,435-78.3% | $12,624-76.9% |