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 | $304,259 | $198,466+53.3% | $170,442+78.5% | $147,584+106.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.81% | 257.29%-237.5pp | 205.93%-186.1pp | 578.55%-558.7pp |
| Employer contribution / active EE | $5,381 | $6,184-13.0% | $5,433-1.0% | $4,876+10.3% |
| Participant deferral / active EE | $6,000 | $5,629+6.6% | $4,939+21.5% | $5,439+10.3% |
| Admin fee / account holder | $3,925 | $16,852-76.7% | $13,880-71.7% | $10,885-63.9% |