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 | $365,823 | $209,411+74.7% | $178,490+105.0% | $158,922+130.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.51% | 188.75%-181.2pp | 151.07%-143.6pp | 302.83%-295.3pp |
| Employer contribution / active EE | $7,887 | $5,706+38.2% | $5,011+57.4% | $4,761+65.6% |
| Participant deferral / active EE | $38,689 | $5,954+549.8% | $5,202+643.8% | $5,982+546.7% |
| Admin fee / account holder | $283,575 | $17,074+1560.8% | $13,984+1927.9% | $11,246+2421.6% |