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 | $312,085 | $117,983+164.5% | $101,794+206.6% | $142,382+119.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 11.67% | 36.92%-25.2pp | 30.53%-18.9pp | 217.08%-205.4pp |
| Employer contribution / active EE | $4,545 | $2,773+63.9% | $2,289+98.6% | $4,299+5.7% |
| Participant deferral / active EE | $4,156 | $4,714-11.8% | $4,084+1.8% | $6,507-36.1% |
| Admin fee / account holder | $9,456 | $10,433-9.4% | $8,777+7.7% | $12,624-25.1% |