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 10-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 | $279,351 | $115,770+141.3% | $101,248+175.9% | $158,922+75.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 27.48% | 56.14%-28.7pp | 46.47%-19.0pp | 302.83%-275.3pp |
| Employer contribution / active EE | $3,378 | $4,175-19.1% | $3,660-7.7% | $4,761-29.1% |
| Participant deferral / active EE | $7,203 | $4,957+45.3% | $4,370+64.8% | $5,982+20.4% |
| Admin fee / account holder | $9,560 | $7,245+32.0% | $5,945+60.8% | $11,246-15.0% |