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 | $639,478 | $297,529+114.9% | $246,525+159.4% | $357,791+78.7% |
| Participation rate | 90.0% | 86.5%+3.5pp | 82.0%+8.0pp | 85.6%+4.4pp |
| Annual return | 22.79% | -2.25%+25.0pp | 0.46%+22.3pp | 396.79%-374.0pp |
| Employer contribution / active EE | $18,086 | $8,709+107.7% | $7,467+142.2% | $7,508+140.9% |
| Participant deferral / active EE | $7,555 | $6,076+24.3% | $5,422+39.3% | $5,521+36.8% |
| Admin fee / account holder | $3,306 | $16,212-79.6% | $16,551-80.0% | $28,387-88.4% |