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 | $274,790 | $201,272+36.5% | $184,203+49.2% | $145,922+88.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.48% | 29.00%-13.5pp | 28.81%-13.3pp | 561.29%-545.8pp |
| Employer contribution / active EE | $4,144 | $7,022-41.0% | $6,427-35.5% | $4,660-11.1% |
| Participant deferral / active EE | $20,116 | $9,806+105.1% | $9,131+120.3% | $6,688+200.8% |
| Admin fee / account holder | $2,746 | $16,364-83.2% | $13,901-80.2% | $13,397-79.5% |