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 8-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 | $283,890 | $177,572+59.9% | $154,803+83.4% | $142,382+99.4% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 21.12% | 65.07%-43.9pp | 58.88%-37.8pp | 217.08%-196.0pp |
| Employer contribution / active EE | $4,611 | $4,810-4.2% | $4,305+7.1% | $4,299+7.2% |
| Participant deferral / active EE | $10,041 | $6,272+60.1% | $5,540+81.2% | $6,507+54.3% |
| Admin fee / account holder | $4,416 | $16,786-73.7% | $14,329-69.2% | $12,624-65.0% |