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 | $653,974 | $162,781+301.8% | $133,956+388.2% | $158,922+311.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 9.62% | 41.94%-32.3pp | 45.09%-35.5pp | 302.83%-293.2pp |
| Employer contribution / active EE | $5,103 | $4,975+2.6% | $3,919+30.2% | $4,761+7.2% |
| Participant deferral / active EE | $6,986 | $5,911+18.2% | $5,048+38.4% | $5,982+16.8% |
| Admin fee / account holder | $9,260 | $11,736-21.1% | $8,927+3.7% | $11,246-17.7% |