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 8-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 | $479,915 | $238,490+101.2% | $180,183+166.3% | $142,382+237.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 18.93% | 33.56%-14.6pp | 27.86%-8.9pp | 217.08%-198.1pp |
| Employer contribution / active EE | $23,307 | $6,143+279.4% | $5,039+362.5% | $4,299+442.1% |
| Participant deferral / active EE | $13,128 | $7,996+64.2% | $6,822+92.4% | $6,507+101.7% |
| Admin fee / account holder | $8,452 | $28,866-70.7% | $19,975-57.7% | $12,624-33.0% |