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 7-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 | $250,763 | $127,065+97.3% | $113,168+121.6% | $142,382+76.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 17.98% | 24.03%-6.1pp | 24.27%-6.3pp | 217.08%-199.1pp |
| Employer contribution / active EE | $3,836 | $3,442+11.4% | $2,975+28.9% | $4,299-10.8% |
| Participant deferral / active EE | $7,693 | $5,716+34.6% | $5,107+50.6% | $6,507+18.2% |
| Admin fee / account holder | $2,426 | $15,736-84.6% | $12,068-79.9% | $12,624-80.8% |