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 | $472,181 | $71,829+557.4% | $69,780+576.7% | $142,382+231.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.3%+20.7pp | 80.1%+19.9pp |
| Annual return | 49.34% | 31.01%+18.3pp | 26.31%+23.0pp | 217.08%-167.7pp |
| Employer contribution / active EE | $41,630 | $4,385+849.4% | $4,168+898.8% | $4,299+868.3% |
| Participant deferral / active EE | $24,750 | $6,819+263.0% | $6,164+301.5% | $6,507+280.3% |
| Admin fee / account holder | $628 | $7,818-92.0% | $7,285-91.4% | $12,624-95.0% |