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 | $856,291 | $175,202+388.7% | $149,673+472.1% | $139,434+514.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.89% | 166.71%-151.8pp | 134.42%-119.5pp | 372.94%-358.0pp |
| Employer contribution / active EE | $23,569 | $5,474+330.5% | $4,818+389.2% | $4,751+396.1% |
| Participant deferral / active EE | $20,750 | $6,519+218.3% | $5,680+265.3% | $6,710+209.2% |
| Admin fee / account holder | $4,932 | $16,150-69.5% | $13,210-62.7% | $11,403-56.7% |