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 | $379,410 | $140,940+169.2% | $112,229+238.1% | $139,434+172.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 18.01% | 32.71%-14.7pp | 30.20%-12.2pp | 372.94%-354.9pp |
| Employer contribution / active EE | $18,423 | $4,283+330.1% | $3,430+437.1% | $4,751+287.8% |
| Participant deferral / active EE | $6,402 | $5,874+9.0% | $4,798+33.4% | $6,710-4.6% |
| Admin fee / account holder | $1,633 | $9,954-83.6% | $7,748-78.9% | $11,403-85.7% |