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 | $762,931 | $158,398+381.7% | $126,539+502.9% | $142,382+435.8% |
| Participation rate | 77.8% | 75.8%+2.0pp | 69.8%+8.0pp | 80.1%-2.3pp |
| Annual return | 16.39% | 593.76%-577.4pp | 425.95%-409.6pp | 217.08%-200.7pp |
| Employer contribution / active EE | $8,249 | $4,650+77.4% | $3,674+124.5% | $4,299+91.9% |
| Participant deferral / active EE | $9,804 | $4,767+105.7% | $4,083+140.1% | $6,507+50.7% |
| Admin fee / account holder | $4,281 | $6,918-38.1% | $6,065-29.4% | $12,624-66.1% |