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 3-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 | $591,188 | $177,572+232.9% | $154,803+281.9% | $142,382+315.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.37% | 65.07%-52.7pp | 58.88%-46.5pp | 217.08%-204.7pp |
| Employer contribution / active EE | $34,345 | $4,810+614.0% | $4,305+697.7% | $4,299+698.9% |
| Participant deferral / active EE | $24,898 | $6,272+297.0% | $5,540+349.4% | $6,507+282.6% |
| Admin fee / account holder | $4,146 | $16,786-75.3% | $14,329-71.1% | $12,624-67.2% |