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 | $347,210 | $167,484+107.3% | $151,611+129.0% | $134,475+158.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 250.91% | 7.80%+243.1pp | 3.33%+247.6pp | 417.96%-167.1pp |
| Employer contribution / active EE | $6,055 | $6,829-11.3% | $6,166-1.8% | $4,740+27.8% |
| Participant deferral / active EE | $14,850 | $8,986+65.3% | $8,363+77.6% | $6,400+132.0% |
| Admin fee / account holder | $757 | $13,783-94.5% | $11,616-93.5% | $11,426-93.4% |