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 | $530,472 | $167,307+217.1% | $143,757+269.0% | $134,475+294.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 14.84% | 0.46%+14.4pp | -0.04%+14.9pp | 417.96%-403.1pp |
| Employer contribution / active EE | $8,879 | $5,619+58.0% | $4,951+79.3% | $4,740+87.3% |
| Participant deferral / active EE | $7,993 | $6,446+24.0% | $5,637+41.8% | $6,400+24.9% |
| Admin fee / account holder | $1,088 | $18,088-94.0% | $14,673-92.6% | $11,426-90.5% |