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 | $338,968 | $177,572+90.9% | $154,803+119.0% | $142,382+138.1% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 12.36% | 65.07%-52.7pp | 58.88%-46.5pp | 217.08%-204.7pp |
| Employer contribution / active EE | $6,036 | $4,810+25.5% | $4,305+40.2% | $4,299+40.4% |
| Participant deferral / active EE | $7,687 | $6,272+22.6% | $5,540+38.7% | $6,507+18.1% |
| Admin fee / account holder | $80,699 | $16,786+380.8% | $14,329+463.2% | $12,624+539.3% |