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 9-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 | $350,017 | $138,044+153.6% | $125,339+179.3% | $134,475+160.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 20.83% | 750.33%-729.5pp | 572.05%-551.2pp | 417.96%-397.1pp |
| Employer contribution / active EE | $6,839 | $5,243+30.4% | $4,814+42.1% | $4,740+44.3% |
| Participant deferral / active EE | $5,014 | $7,799-35.7% | $7,446-32.7% | $6,400-21.6% |
| Admin fee / account holder | $3,216 | $11,571-72.2% | $10,010-67.9% | $11,426-71.9% |