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 | $831,686 | $159,901+420.1% | $146,958+465.9% | $145,922+470.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.16% | 98.13%-86.0pp | 418.34%-406.2pp | 561.29%-549.1pp |
| Employer contribution / active EE | $2,995 | $5,286-43.3% | $4,933-39.3% | $4,660-35.7% |
| Participant deferral / active EE | $5,140 | $8,428-39.0% | $8,070-36.3% | $6,688-23.1% |
| Admin fee / account holder | $28,586 | $15,044+90.0% | $12,998+119.9% | $13,397+113.4% |