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 | $618,119 | $118,680+420.8% | $98,907+524.9% | $158,922+288.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 16.47% | 372.35%-355.9pp | 196.43%-180.0pp | 302.83%-286.4pp |
| Employer contribution / active EE | $5,367 | $3,333+61.0% | $2,689+99.6% | $4,761+12.7% |
| Participant deferral / active EE | $8,157 | $5,088+60.3% | $4,244+92.2% | $5,982+36.4% |
| Admin fee / account holder | $4,511 | $10,131-55.5% | $6,642-32.1% | $11,246-59.9% |