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 | $899,952 | $176,377+410.2% | $134,143+570.9% | $158,922+466.3% |
| Participation rate | 75.0% | 78.7%-3.7pp | 72.2%+2.8pp | 82.0%-7.0pp |
| Annual return | 13.46% | 63.63%-50.2pp | 36.33%-22.9pp | 302.83%-289.4pp |
| Employer contribution / active EE | $28,125 | $5,040+458.0% | $3,704+659.3% | $4,761+490.7% |
| Participant deferral / active EE | $19,500 | $4,091+376.6% | $3,499+457.3% | $5,982+226.0% |
| Admin fee / account holder | $5,991 | $8,718-31.3% | $6,684-10.4% | $11,246-46.7% |