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 4-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 | $287,144 | $114,381+151.0% | $107,525+167.0% | $142,382+101.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 21.69% | 242.71%-221.0pp | 181.32%-159.6pp | 217.08%-195.4pp |
| Employer contribution / active EE | $6,428 | $4,015+60.1% | $3,754+71.3% | $4,299+49.5% |
| Participant deferral / active EE | $16,244 | $5,564+191.9% | $5,116+217.5% | $6,507+149.6% |
| Admin fee / account holder | $1,315 | $9,860-86.7% | $8,919-85.3% | $12,624-89.6% |