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 | $254,092 | $817,678-68.9% | $392,568-35.3% | $152,861+66.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.1%+21.9pp | 82.4%+17.6pp |
| Annual return | 21.08% | 22.84%-1.8pp | 24.42%-3.3pp | 345.32%-324.2pp |
| Employer contribution / active EE | $15,481 | $5,502+181.4% | $3,783+309.2% | $4,762+225.1% |
| Participant deferral / active EE | $5,770 | $8,398-31.3% | $5,985-3.6% | $5,850-1.4% |
| Admin fee / account holder | $25,986 | $12,095+114.8% | $6,260+315.1% | $11,596+124.1% |