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 | $737,225 | $106,584+591.7% | $101,326+627.6% | $142,382+417.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 15.83% | 36.93%-21.1pp | 36.82%-21.0pp | 217.08%-201.2pp |
| Employer contribution / active EE | $10,753 | $3,956+171.8% | $3,665+193.4% | $4,299+150.1% |
| Participant deferral / active EE | $21,506 | $8,297+159.2% | $7,994+169.0% | $6,507+230.5% |
| Admin fee / account holder | $62,945 | $11,446+449.9% | $11,185+462.8% | $12,624+398.6% |