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 | $445,043 | $217,402+104.7% | $185,823+139.5% | $167,490+165.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.41% | 148.36%-137.0pp | 122.05%-110.6pp | 478.56%-467.1pp |
| Employer contribution / active EE | $9,368 | $5,873+59.5% | $5,167+81.3% | $4,837+93.6% |
| Participant deferral / active EE | $28,817 | $6,356+353.4% | $5,568+417.6% | $6,341+354.4% |
| Admin fee / account holder | $76,375 | $19,811+285.5% | $16,237+370.4% | $12,309+520.5% |