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 | $702,831 | $177,572+295.8% | $154,803+354.0% | $142,382+393.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.65% | 65.07%-51.4pp | 58.88%-45.2pp | 217.08%-203.4pp |
| Employer contribution / active EE | $10,487 | $4,810+118.0% | $4,305+143.6% | $4,299+143.9% |
| Participant deferral / active EE | $12,295 | $6,272+96.0% | $5,540+121.9% | $6,507+88.9% |
| Admin fee / account holder | $5,330 | $16,786-68.2% | $14,329-62.8% | $12,624-57.8% |