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 | $505,086 | $157,256+221.2% | $141,162+257.8% | $152,861+230.4% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.4%+7.6pp |
| Annual return | 21.12% | 64.32%-43.2pp | 71.39%-50.3pp | 345.32%-324.2pp |
| Employer contribution / active EE | $8,459 | $5,261+60.8% | $4,735+78.7% | $4,762+77.6% |
| Participant deferral / active EE | $9,111 | $7,109+28.2% | $6,709+35.8% | $5,850+55.7% |
| Admin fee / account holder | $1,862 | $12,120-84.6% | $10,261-81.9% | $11,596-83.9% |