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 5-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 | $390,741 | $185,822+110.3% | $169,993+129.9% | $139,434+180.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.46% | 60.50%-42.0pp | 53.37%-34.9pp | 372.94%-354.5pp |
| Employer contribution / active EE | $2,181 | $7,590-71.3% | $6,785-67.9% | $4,751-54.1% |
| Participant deferral / active EE | $9,686 | $11,622-16.7% | $10,408-6.9% | $6,710+44.3% |
| Admin fee / account holder | $17,082 | $15,381+11.1% | $12,815+33.3% | $11,403+49.8% |