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 | $583,178 | $165,984+251.3% | $164,813+253.8% | $145,922+299.7% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.1pp |
| Annual return | 9.52% | 100.03%-90.5pp | 69.93%-60.4pp | 561.29%-551.8pp |
| Employer contribution / active EE | $9,860 | $5,273+87.0% | $4,341+127.1% | $4,660+111.6% |
| Participant deferral / active EE | $15,031 | $6,959+116.0% | $6,031+149.2% | $6,688+124.8% |
| Admin fee / account holder | $49,835 | $16,648+199.3% | $12,690+292.7% | $13,397+272.0% |