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 | $683,787 | $91,190+649.9% | $178,490+283.1% | $79,858+756.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 10.84% | 24.19%-13.4pp | 151.07%-140.2pp | 31.71%-20.9pp |
| Employer contribution / active EE | $24,242 | $3,256+644.6% | $5,011+383.8% | $2,471+881.1% |
| Participant deferral / active EE | $8,045 | $3,236+148.6% | $5,202+54.7% | $3,740+115.1% |
| Admin fee / account holder | $35,102 | $6,751+419.9% | $13,984+151.0% | $5,306+561.5% |