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 | $390,435 | $202,432+92.9% | $169,368+130.5% | $139,434+180.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.16% | 531.74%-514.6pp | 405.60%-388.4pp | 372.94%-355.8pp |
| Employer contribution / active EE | $11,534 | $4,692+145.8% | $4,013+187.4% | $4,751+142.8% |
| Participant deferral / active EE | $25,323 | $6,938+265.0% | $6,221+307.0% | $6,710+277.4% |
| Admin fee / account holder | $4,408 | $10,708-58.8% | $9,003-51.0% | $11,403-61.3% |