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 10-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 | $462,052 | $127,065+263.6% | $113,168+308.3% | $142,382+224.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 13.31% | 24.03%-10.7pp | 24.27%-11.0pp | 217.08%-203.8pp |
| Employer contribution / active EE | $4,955 | $3,442+43.9% | $2,975+66.5% | $4,299+15.3% |
| Participant deferral / active EE | $11,433 | $5,716+100.0% | $5,107+123.9% | $6,507+75.7% |
| Admin fee / account holder | $559 | $15,736-96.4% | $12,068-95.4% | $12,624-95.6% |