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 | $424,355 | $99,877+324.9% | $84,966+399.4% | $145,922+190.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 19.77% | 83.76%-64.0pp | 66.38%-46.6pp | 561.29%-541.5pp |
| Employer contribution / active EE | $3,304 | $3,231+2.2% | $2,727+21.2% | $4,660-29.1% |
| Participant deferral / active EE | $10,643 | $5,291+101.2% | $4,519+135.5% | $6,688+59.1% |
| Admin fee / account holder | $14,352 | $7,248+98.0% | $6,149+133.4% | $13,397+7.1% |