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 | $297,332 | $106,515+179.1% | $96,683+207.5% | $139,434+113.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 18.02% | 38.43%-20.4pp | 35.69%-17.7pp | 372.94%-354.9pp |
| Employer contribution / active EE | $5,279 | $4,103+28.7% | $3,737+41.3% | $4,751+11.1% |
| Participant deferral / active EE | $8,631 | $5,454+58.3% | $4,878+76.9% | $6,710+28.6% |
| Admin fee / account holder | $8,274 | $7,877+5.0% | $6,730+23.0% | $11,403-27.4% |