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 | $368,867 | $176,056+109.5% | $159,436+131.4% | $167,490+120.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.60% | 331.75%-319.2pp | 263.57%-251.0pp | 478.56%-466.0pp |
| Employer contribution / active EE | $11,665 | $5,297+120.2% | $4,829+141.5% | $4,837+141.1% |
| Participant deferral / active EE | $11,790 | $7,750+52.1% | $7,352+60.4% | $6,341+85.9% |
| Admin fee / account holder | $4,041 | $12,554-67.8% | $10,799-62.6% | $12,309-67.2% |