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 | $567,805 | $177,572+219.8% | $154,803+266.8% | $142,382+298.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.75% | 65.07%-52.3pp | 58.88%-46.1pp | 217.08%-204.3pp |
| Employer contribution / active EE | $2,823 | $4,810-41.3% | $4,305-34.4% | $4,299-34.3% |
| Participant deferral / active EE | $19,761 | $6,272+215.1% | $5,540+256.7% | $6,507+203.7% |
| Admin fee / account holder | $3,183 | $16,786-81.0% | $14,329-77.8% | $12,624-74.8% |