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 | $562,991 | $89,753+527.3% | $107,525+423.6% | $84,808+563.8% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 15.83% | 29.48%-13.6pp | 181.32%-165.5pp | 40.90%-25.1pp |
| Employer contribution / active EE | $21,270 | $3,113+583.2% | $3,754+466.7% | $2,631+708.4% |
| Participant deferral / active EE | $12,320 | $4,056+203.7% | $5,116+140.8% | $4,212+192.5% |
| Admin fee / account holder | $46,192 | $7,222+539.6% | $8,919+417.9% | $7,344+529.0% |