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 | $574,732 | $214,378+168.1% | $200,582+186.5% | $142,382+303.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.52% | 46.41%-30.9pp | 42.33%-26.8pp | 217.08%-201.6pp |
| Employer contribution / active EE | $4,517 | $6,841-34.0% | $6,419-29.6% | $4,299+5.1% |
| Participant deferral / active EE | $13,817 | $9,865+40.1% | $9,331+48.1% | $6,507+112.3% |
| Admin fee / account holder | $6,298 | $17,692-64.4% | $16,305-61.4% | $12,624-50.1% |