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 4-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 | $422,653 | $183,519+130.3% | $155,509+171.8% | $145,922+189.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.51% | 61.17%-51.7pp | 64.67%-55.2pp | 561.29%-551.8pp |
| Employer contribution / active EE | $18,168 | $5,313+242.0% | $4,672+288.8% | $4,660+289.9% |
| Participant deferral / active EE | $25,798 | $6,462+299.2% | $5,626+358.5% | $6,688+285.8% |
| Admin fee / account holder | $3,757 | $19,313-80.5% | $15,912-76.4% | $13,397-72.0% |