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 6-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 | $473,587 | $176,377+168.5% | $134,143+253.0% | $158,922+198.0% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 8.57% | 63.63%-55.1pp | 36.33%-27.8pp | 302.83%-294.3pp |
| Employer contribution / active EE | $17,100 | $5,040+239.3% | $3,704+361.7% | $4,761+259.2% |
| Participant deferral / active EE | $1,600 | $4,091-60.9% | $3,499-54.3% | $5,982-73.3% |
| Admin fee / account holder | $5,049 | $8,718-42.1% | $6,684-24.5% | $11,246-55.1% |