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 | $481,280 | $176,812+172.2% | $146,665+228.2% | $167,490+187.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 24.63% | 24.03%+0.6pp | 22.74%+1.9pp | 478.56%-453.9pp |
| Employer contribution / active EE | $3,608 | $5,160-30.1% | $4,136-12.8% | $4,837-25.4% |
| Participant deferral / active EE | $8,128 | $6,440+26.2% | $5,506+47.6% | $6,341+28.2% |
| Admin fee / account holder | $3,740 | $13,259-71.8% | $10,280-63.6% | $12,309-69.6% |