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 | $389,725 | $91,538+325.8% | $129,995+199.8% | $75,163+418.5% |
| Participation rate | 93.6% | 71.4%+22.2pp | 78.5%+15.1pp | 67.2%+26.4pp |
| Annual return | 19.98% | -631.11%+651.1pp | -137.18%+157.2pp | 160.62%-140.6pp |
| Employer contribution / active EE | $34,642 | $2,845+1117.5% | $4,320+702.0% | $2,670+1197.6% |
| Participant deferral / active EE | $0 | $4,341-100.0% | $5,820-100.0% | $4,125-100.0% |
| Admin fee / account holder | $9,138 | $6,790+34.6% | $10,614-13.9% | $5,651+61.7% |