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 | $385,923 | $209,411+84.3% | $178,490+116.2% | $158,922+142.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.04% | 188.75%-174.7pp | 151.07%-137.0pp | 302.83%-288.8pp |
| Employer contribution / active EE | $31,861 | $5,706+458.3% | $5,011+535.9% | $4,761+569.2% |
| Participant deferral / active EE | $21,807 | $5,954+266.2% | $5,202+319.2% | $5,982+264.5% |
| Admin fee / account holder | $71,536 | $17,074+319.0% | $13,984+411.6% | $11,246+536.1% |