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 | $414,158 | $157,256+163.4% | $141,162+193.4% | $152,861+170.9% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 21.01% | 64.32%-43.3pp | 71.39%-50.4pp | 345.32%-324.3pp |
| Employer contribution / active EE | $5,647 | $5,261+7.3% | $4,735+19.3% | $4,762+18.6% |
| Participant deferral / active EE | $6,994 | $7,109-1.6% | $6,709+4.2% | $5,850+19.5% |
| Admin fee / account holder | $3,272 | $12,120-73.0% | $10,261-68.1% | $11,596-71.8% |