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 5-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 | $714,948 | $104,974+581.1% | $95,585+648.0% | $142,382+402.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 19.77% | 210.33%-190.6pp | 38.56%-18.8pp | 217.08%-197.3pp |
| Employer contribution / active EE | $25,244 | $2,779+808.5% | $2,527+899.1% | $4,299+487.2% |
| Participant deferral / active EE | $15,500 | $4,352+256.2% | $4,023+285.3% | $6,507+138.2% |
| Admin fee / account holder | $6,684 | $6,386+4.7% | $6,127+9.1% | $12,624-47.1% |