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 | $346,396 | $159,901+116.6% | $146,958+135.7% | $145,922+137.4% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 12.24% | 98.13%-85.9pp | 418.34%-406.1pp | 561.29%-549.0pp |
| Employer contribution / active EE | $3,475 | $5,286-34.3% | $4,933-29.6% | $4,660-25.4% |
| Participant deferral / active EE | $6,825 | $8,428-19.0% | $8,070-15.4% | $6,688+2.0% |
| Admin fee / account holder | $93,555 | $15,044+521.9% | $12,998+619.8% | $13,397+598.3% |