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 | $461,870 | $148,534+211.0% | $135,903+239.9% | $139,434+231.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.54% | 79.19%-62.6pp | 68.23%-51.7pp | 372.94%-356.4pp |
| Employer contribution / active EE | $4,608 | $5,243-12.1% | $4,856-5.1% | $4,751-3.0% |
| Participant deferral / active EE | $8,042 | $8,100-0.7% | $7,758+3.7% | $6,710+19.8% |
| Admin fee / account holder | $1,222 | $12,400-90.1% | $10,762-88.6% | $11,403-89.3% |