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 7-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 | $445,979 | $177,572+151.2% | $154,803+188.1% | $142,382+213.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 52.89% | 65.07%-12.2pp | 58.88%-6.0pp | 217.08%-164.2pp |
| Employer contribution / active EE | $14,907 | $4,810+209.9% | $4,305+246.2% | $4,299+246.7% |
| Participant deferral / active EE | $11,751 | $6,272+87.4% | $5,540+112.1% | $6,507+80.6% |
| Admin fee / account holder | $2,795 | $16,786-83.3% | $14,329-80.5% | $12,624-77.9% |