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 | $354,683 | $185,822+90.9% | $169,993+108.6% | $139,434+154.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 19.55% | 60.50%-40.9pp | 53.37%-33.8pp | 372.94%-353.4pp |
| Employer contribution / active EE | $2,519 | $7,590-66.8% | $6,785-62.9% | $4,751-47.0% |
| Participant deferral / active EE | $12,504 | $11,622+7.6% | $10,408+20.1% | $6,710+86.3% |
| Admin fee / account holder | $9,806 | $15,381-36.2% | $12,815-23.5% | $11,403-14.0% |