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 | $526,962 | $127,065+314.7% | $113,168+365.6% | $142,382+270.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 12.86% | 24.03%-11.2pp | 24.27%-11.4pp | 217.08%-204.2pp |
| Employer contribution / active EE | $16,476 | $3,442+378.7% | $2,975+453.8% | $4,299+283.3% |
| Participant deferral / active EE | $15,266 | $5,716+167.1% | $5,107+198.9% | $6,507+134.6% |
| Admin fee / account holder | $7,008 | $15,736-55.5% | $12,068-41.9% | $12,624-44.5% |