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 | $726,738 | $185,822+291.1% | $169,993+327.5% | $139,434+421.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.00% | 60.50%-40.5pp | 53.37%-33.4pp | 372.94%-352.9pp |
| Employer contribution / active EE | $6,776 | $7,590-10.7% | $6,785-0.1% | $4,751+42.6% |
| Participant deferral / active EE | $21,360 | $11,622+83.8% | $10,408+105.2% | $6,710+218.3% |
| Admin fee / account holder | $6,611 | $15,381-57.0% | $12,815-48.4% | $11,403-42.0% |