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 6-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 | $700,841 | $159,602+339.1% | $150,045+367.1% | $142,382+392.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.34% | 70.24%-52.9pp | 62.55%-45.2pp | 217.08%-199.7pp |
| Employer contribution / active EE | $12,562 | $4,961+153.2% | $4,693+167.7% | $4,299+192.2% |
| Participant deferral / active EE | $12,625 | $8,310+51.9% | $7,997+57.9% | $6,507+94.0% |
| Admin fee / account holder | $30,276 | $14,846+103.9% | $13,435+125.4% | $12,624+139.8% |