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 | $396,734 | $177,572+123.4% | $154,803+156.3% | $142,382+178.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.95% | 65.07%-49.1pp | 58.88%-42.9pp | 217.08%-201.1pp |
| Employer contribution / active EE | $4,793 | $4,810-0.4% | $4,305+11.3% | $4,299+11.5% |
| Participant deferral / active EE | $10,126 | $6,272+61.5% | $5,540+82.8% | $6,507+55.6% |
| Admin fee / account holder | $1,786 | $16,786-89.4% | $14,329-87.5% | $12,624-85.8% |