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 | $471,403 | $217,402+116.8% | $185,823+153.7% | $167,490+181.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.98% | 148.36%-131.4pp | 122.05%-105.1pp | 478.56%-461.6pp |
| Employer contribution / active EE | $3,087 | $5,873-47.4% | $5,167-40.3% | $4,837-36.2% |
| Participant deferral / active EE | $9,691 | $6,356+52.5% | $5,568+74.1% | $6,341+52.8% |
| Admin fee / account holder | $3,490 | $19,811-82.4% | $16,237-78.5% | $12,309-71.7% |