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 | $545,220 | $159,602+241.6% | $150,045+263.4% | $142,382+282.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.27% | 70.24%-53.0pp | 62.55%-45.3pp | 217.08%-199.8pp |
| Employer contribution / active EE | $8,996 | $4,961+81.4% | $4,693+91.7% | $4,299+109.3% |
| Participant deferral / active EE | $8,548 | $8,310+2.9% | $7,997+6.9% | $6,507+31.4% |
| Admin fee / account holder | $2,056 | $14,846-86.2% | $13,435-84.7% | $12,624-83.7% |