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 8-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 | $270,834 | $159,602+69.7% | $150,045+80.5% | $142,382+90.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.54% | 70.24%-54.7pp | 62.55%-47.0pp | 217.08%-201.5pp |
| Employer contribution / active EE | $7,000 | $4,961+41.1% | $4,693+49.2% | $4,299+62.8% |
| Participant deferral / active EE | $17,582 | $8,310+111.6% | $7,997+119.9% | $6,507+170.2% |
| Admin fee / account holder | $1,947 | $14,846-86.9% | $13,435-85.5% | $12,624-84.6% |