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 9-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 | $308,891 | $217,402+42.1% | $185,823+66.2% | $167,490+84.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 24.96% | 148.36%-123.4pp | 122.05%-97.1pp | 478.56%-453.6pp |
| Employer contribution / active EE | $5,000 | $5,873-14.9% | $5,167-3.2% | $4,837+3.4% |
| Participant deferral / active EE | $3,418 | $6,356-46.2% | $5,568-38.6% | $6,341-46.1% |
| Admin fee / account holder | $8,722 | $19,811-56.0% | $16,237-46.3% | $12,309-29.1% |