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 | $396,105 | $177,572+123.1% | $154,803+155.9% | $142,382+178.2% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 18.00% | 65.07%-47.1pp | 58.88%-40.9pp | 217.08%-199.1pp |
| Employer contribution / active EE | $11,379 | $4,810+136.5% | $4,305+164.3% | $4,299+164.7% |
| Participant deferral / active EE | $12,604 | $6,272+101.0% | $5,540+127.5% | $6,507+93.7% |
| Admin fee / account holder | $2,795 | $16,786-83.3% | $14,329-80.5% | $12,624-77.9% |