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 | $343,866 | $107,334+220.4% | $92,893+270.2% | $152,861+125.0% |
| Participation rate | 81.8% | 79.8%+2.0pp | 76.0%+5.8pp | 82.4%-0.6pp |
| Annual return | 25.68% | 145.58%-119.9pp | 109.41%-83.7pp | 345.32%-319.6pp |
| Employer contribution / active EE | $3,081 | $4,221-27.0% | $3,653-15.6% | $4,762-35.3% |
| Participant deferral / active EE | $6,112 | $4,845+26.2% | $4,236+44.3% | $5,850+4.5% |
| Admin fee / account holder | $196,004 | $7,079+2668.7% | $5,794+3282.9% | $11,596+1590.2% |