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 | $860,986 | $115,770+643.7% | $101,248+750.4% | $158,922+441.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.92% | 56.14%-39.2pp | 46.47%-29.6pp | 302.83%-285.9pp |
| Employer contribution / active EE | $12,907 | $4,175+209.2% | $3,660+252.7% | $4,761+171.1% |
| Participant deferral / active EE | $11,486 | $4,957+131.7% | $4,370+162.8% | $5,982+92.0% |
| Admin fee / account holder | $3,752 | $7,245-48.2% | $5,945-36.9% | $11,246-66.6% |