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 | $528,597 | $158,398+233.7% | $126,539+317.7% | $142,382+271.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 40.47% | 593.76%-553.3pp | 425.95%-385.5pp | 217.08%-176.6pp |
| Employer contribution / active EE | $9,257 | $4,650+99.1% | $3,674+151.9% | $4,299+115.3% |
| Participant deferral / active EE | $17,375 | $4,767+264.5% | $4,083+325.6% | $6,507+167.0% |
| Admin fee / account holder | $2,085 | $6,918-69.9% | $6,065-65.6% | $12,624-83.5% |