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 | $447,567 | $177,572+152.0% | $154,803+189.1% | $142,382+214.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.99% | 65.07%-52.1pp | 58.88%-45.9pp | 217.08%-204.1pp |
| Employer contribution / active EE | $14,530 | $4,810+202.0% | $4,305+237.5% | $4,299+238.0% |
| Participant deferral / active EE | $8,345 | $6,272+33.1% | $5,540+50.6% | $6,507+28.2% |
| Admin fee / account holder | $1,889 | $16,786-88.7% | $14,329-86.8% | $12,624-85.0% |