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 | $406,216 | $159,602+154.5% | $150,045+170.7% | $142,382+185.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 25.56% | 70.24%-44.7pp | 62.55%-37.0pp | 217.08%-191.5pp |
| Employer contribution / active EE | $6,886 | $4,961+38.8% | $4,693+46.7% | $4,299+60.2% |
| Participant deferral / active EE | $18,413 | $8,310+121.6% | $7,997+130.2% | $6,507+183.0% |
| Admin fee / account holder | $3,375 | $14,846-77.3% | $13,435-74.9% | $12,624-73.3% |