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 | $285,364 | $102,828+177.5% | $105,387+170.8% | $152,861+86.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.95% | 20.85%+1.1pp | 26.82%-4.9pp | 345.32%-323.4pp |
| Employer contribution / active EE | $6,167 | $4,473+37.9% | $4,213+46.4% | $4,762+29.5% |
| Participant deferral / active EE | $11,328 | $5,465+107.3% | $5,502+105.9% | $5,850+93.6% |
| Admin fee / account holder | $10,166 | $8,683+17.1% | $6,559+55.0% | $11,596-12.3% |