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 9-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 | $323,444 | $104,974+208.1% | $95,585+238.4% | $142,382+127.2% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.1%+7.9pp | 80.1%-0.1pp |
| Annual return | 10.58% | 210.33%-199.8pp | 38.56%-28.0pp | 217.08%-206.5pp |
| Employer contribution / active EE | $15,046 | $2,779+441.5% | $2,527+495.5% | $4,299+250.0% |
| Participant deferral / active EE | $12,400 | $4,352+184.9% | $4,023+208.3% | $6,507+90.6% |
| Admin fee / account holder | $1,977 | $6,386-69.0% | $6,127-67.7% | $12,624-84.3% |