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 | $999,822 | $159,602+526.4% | $150,045+566.3% | $142,382+602.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.35% | 70.24%-50.9pp | 62.55%-43.2pp | 217.08%-197.7pp |
| Employer contribution / active EE | $13,775 | $4,961+177.7% | $4,693+193.5% | $4,299+220.4% |
| Participant deferral / active EE | $25,827 | $8,310+210.8% | $7,997+223.0% | $6,507+296.9% |
| Admin fee / account holder | $9,366 | $14,846-36.9% | $13,435-30.3% | $12,624-25.8% |