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 | $651,514 | $185,822+250.6% | $169,993+283.3% | $139,434+367.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 23.52% | 60.50%-37.0pp | 53.37%-29.8pp | 372.94%-349.4pp |
| Employer contribution / active EE | $28,600 | $7,590+276.8% | $6,785+321.5% | $4,751+502.0% |
| Participant deferral / active EE | $19,430 | $11,622+67.2% | $10,408+86.7% | $6,710+189.6% |
| Admin fee / account holder | $2,794 | $15,381-81.8% | $12,815-78.2% | $11,403-75.5% |