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 | $621,009 | $104,664+493.3% | $85,682+624.8% | $167,490+270.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 33.91% | 21.45%+12.5pp | 21.49%+12.4pp | 478.56%-444.6pp |
| Employer contribution / active EE | $8,855 | $3,337+165.4% | $2,618+238.2% | $4,837+83.0% |
| Participant deferral / active EE | $11,938 | $4,824+147.4% | $3,923+204.3% | $6,341+88.3% |
| Admin fee / account holder | $2,557 | $10,032-74.5% | $6,873-62.8% | $12,309-79.2% |