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 | $392,380 | $202,432+93.8% | $169,368+131.7% | $139,434+181.4% |
| Participation rate | 93.3% | 81.1%+12.3pp | 77.1%+16.2pp | 80.3%+13.0pp |
| Annual return | 12.88% | 531.74%-518.9pp | 405.60%-392.7pp | 372.94%-360.1pp |
| Employer contribution / active EE | $4,314 | $4,692-8.1% | $4,013+7.5% | $4,751-9.2% |
| Participant deferral / active EE | $12,787 | $6,938+84.3% | $6,221+105.5% | $6,710+90.6% |
| Admin fee / account holder | $3,500 | $10,708-67.3% | $9,003-61.1% | $11,403-69.3% |