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 | $918,729 | $159,602+475.6% | $150,045+512.3% | $142,382+545.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.73% | 70.24%-48.5pp | 62.55%-40.8pp | 217.08%-195.3pp |
| Employer contribution / active EE | $20,213 | $4,961+307.5% | $4,693+330.7% | $4,299+370.2% |
| Participant deferral / active EE | $24,001 | $8,310+188.8% | $7,997+200.1% | $6,507+268.8% |
| Admin fee / account holder | $6,526 | $14,846-56.0% | $13,435-51.4% | $12,624-48.3% |