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 | $403,975 | $91,552+341.3% | $133,956+201.6% | $79,858+405.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 14.59% | 61.85%-47.3pp | 45.09%-30.5pp | 31.71%-17.1pp |
| Employer contribution / active EE | $18,951 | $2,384+695.1% | $3,919+383.6% | $2,471+667.0% |
| Participant deferral / active EE | $2,635 | $3,733-29.4% | $5,048-47.8% | $3,740-29.5% |
| Admin fee / account holder | $4,562 | $6,321-27.8% | $8,927-48.9% | $5,306-14.0% |