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 | $499,664 | $165,984+201.0% | $164,813+203.2% | $145,922+242.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 18.37% | 100.03%-81.7pp | 69.93%-51.6pp | 561.29%-542.9pp |
| Employer contribution / active EE | $19,341 | $5,273+266.8% | $4,341+345.6% | $4,660+315.1% |
| Participant deferral / active EE | $18,092 | $6,959+160.0% | $6,031+200.0% | $6,688+170.5% |
| Admin fee / account holder | $1,576 | $16,648-90.5% | $12,690-87.6% | $13,397-88.2% |