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 | $609,755 | $114,381+433.1% | $107,525+467.1% | $142,382+328.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 12.56% | 242.71%-230.1pp | 181.32%-168.8pp | 217.08%-204.5pp |
| Employer contribution / active EE | $4,630 | $4,015+15.3% | $3,754+23.4% | $4,299+7.7% |
| Participant deferral / active EE | $15,000 | $5,564+169.6% | $5,116+193.2% | $6,507+130.5% |
| Admin fee / account holder | $20,908 | $9,860+112.0% | $8,919+134.4% | $12,624+65.6% |