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 8-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 | $273,637 | $165,984+64.9% | $164,813+66.0% | $145,922+87.5% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 30.93% | 100.03%-69.1pp | 69.93%-39.0pp | 561.29%-530.4pp |
| Employer contribution / active EE | $18,315 | $5,273+247.3% | $4,341+321.9% | $4,660+293.1% |
| Participant deferral / active EE | $12,995 | $6,959+86.7% | $6,031+115.5% | $6,688+94.3% |
| Admin fee / account holder | $2,622 | $16,648-84.2% | $12,690-79.3% | $13,397-80.4% |