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 6-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 | $372,621 | $209,411+77.9% | $178,490+108.8% | $158,922+134.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.73% | 188.75%-172.0pp | 151.07%-134.3pp | 302.83%-286.1pp |
| Employer contribution / active EE | $3,372 | $5,706-40.9% | $5,011-32.7% | $4,761-29.2% |
| Participant deferral / active EE | $13,444 | $5,954+125.8% | $5,202+158.5% | $5,982+124.7% |
| Admin fee / account holder | $12,312 | $17,074-27.9% | $13,984-12.0% | $11,246+9.5% |