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 | $262,515 | $121,625+115.8% | $104,607+151.0% | $158,922+65.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 8.94% | 465.26%-456.3pp | 340.46%-331.5pp | 302.83%-293.9pp |
| Employer contribution / active EE | $13,408 | $3,163+323.9% | $2,681+400.2% | $4,761+181.6% |
| Participant deferral / active EE | $4,649 | $4,177+11.3% | $3,740+24.3% | $5,982-22.3% |
| Admin fee / account holder | $2,727 | $7,787-65.0% | $6,473-57.9% | $11,246-75.7% |