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 | $487,675 | $165,335+195.0% | $149,696+225.8% | $158,922+206.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.32% | 348.15%-336.8pp | 276.60%-265.3pp | 302.83%-291.5pp |
| Employer contribution / active EE | $11,425 | $5,103+123.9% | $4,644+146.0% | $4,761+140.0% |
| Participant deferral / active EE | $8,767 | $7,181+22.1% | $6,842+28.1% | $5,982+46.5% |
| Admin fee / account holder | $1,584 | $10,807-85.3% | $9,309-83.0% | $11,246-85.9% |