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 | $315,545 | $177,572+77.7% | $154,803+103.8% | $142,382+121.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.01% | 65.07%-49.1pp | 58.88%-42.9pp | 217.08%-201.1pp |
| Employer contribution / active EE | $1,830 | $4,810-62.0% | $4,305-57.5% | $4,299-57.4% |
| Participant deferral / active EE | $16,370 | $6,272+161.0% | $5,540+195.5% | $6,507+151.6% |
| Admin fee / account holder | $2,212 | $16,786-86.8% | $14,329-84.6% | $12,624-82.5% |