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 7-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 | $351,546 | $176,812+98.8% | $146,665+139.7% | $167,490+109.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 10.69% | 24.03%-13.3pp | 22.74%-12.1pp | 478.56%-467.9pp |
| Employer contribution / active EE | $4,990 | $5,160-3.3% | $4,136+20.6% | $4,837+3.2% |
| Participant deferral / active EE | $6,402 | $6,440-0.6% | $5,506+16.3% | $6,341+1.0% |
| Admin fee / account holder | $22,005 | $13,259+66.0% | $10,280+114.1% | $12,309+78.8% |