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 | $290,284 | $62,573+363.9% | $85,682+238.8% | $85,850+238.1% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.9%+30.1pp | 69.3%+30.7pp |
| Annual return | 54.86% | 23.77%+31.1pp | 21.49%+33.4pp | 318.53%-263.7pp |
| Employer contribution / active EE | $2,977 | $1,757+69.5% | $2,618+13.7% | $2,565+16.1% |
| Participant deferral / active EE | $16,253 | $2,802+480.0% | $3,923+314.3% | $3,952+311.3% |
| Admin fee / account holder | $53,500 | $4,640+1053.0% | $6,873+678.4% | $6,260+754.6% |