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 | $381,151 | $197,591+92.9% | $177,821+114.3% | $158,922+139.8% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.7%-0.2pp | 82.0%+5.5pp |
| Annual return | 13.65% | 58.76%-45.1pp | 48.32%-34.7pp | 302.83%-289.2pp |
| Employer contribution / active EE | $5,659 | $6,697-15.5% | $5,918-4.4% | $4,761+18.9% |
| Participant deferral / active EE | $8,684 | $8,405+3.3% | $7,714+12.6% | $5,982+45.2% |
| Admin fee / account holder | $726 | $15,399-95.3% | $12,427-94.2% | $11,246-93.5% |