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 | $359,752 | $159,602+125.4% | $150,045+139.8% | $142,382+152.7% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 19.00% | 70.24%-51.2pp | 62.55%-43.6pp | 217.08%-198.1pp |
| Employer contribution / active EE | $4,836 | $4,961-2.5% | $4,693+3.0% | $4,299+12.5% |
| Participant deferral / active EE | $16,605 | $8,310+99.8% | $7,997+107.6% | $6,507+155.2% |
| Admin fee / account holder | $9,187 | $14,846-38.1% | $13,435-31.6% | $12,624-27.2% |