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 | $387,526 | $175,202+121.2% | $149,673+158.9% | $139,434+177.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.52% | 166.71%-149.2pp | 134.42%-116.9pp | 372.94%-355.4pp |
| Employer contribution / active EE | $26,466 | $5,474+383.5% | $4,818+449.4% | $4,751+457.1% |
| Participant deferral / active EE | $24,120 | $6,519+270.0% | $5,680+324.6% | $6,710+259.5% |
| Admin fee / account holder | $3,223 | $16,150-80.0% | $13,210-75.6% | $11,403-71.7% |