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 5-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 | $326,349 | $138,044+136.4% | $125,339+160.4% | $134,475+142.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 8.12% | 750.33%-742.2pp | 572.05%-563.9pp | 417.96%-409.8pp |
| Employer contribution / active EE | $1,650 | $5,243-68.5% | $4,814-65.7% | $4,740-65.2% |
| Participant deferral / active EE | $25,021 | $7,799+220.8% | $7,446+236.0% | $6,400+291.0% |
| Admin fee / account holder | $31,369 | $11,571+171.1% | $10,010+213.4% | $11,426+174.5% |