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 | $560,227 | $185,822+201.5% | $169,993+229.6% | $139,434+301.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 23.42% | 60.50%-37.1pp | 53.37%-30.0pp | 372.94%-349.5pp |
| Employer contribution / active EE | $11,350 | $7,590+49.5% | $6,785+67.3% | $4,751+138.9% |
| Participant deferral / active EE | $26,250 | $11,622+125.9% | $10,408+152.2% | $6,710+291.2% |
| Admin fee / account holder | $2,333 | $15,381-84.8% | $12,815-81.8% | $11,403-79.5% |