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 | $296,567 | $159,901+85.5% | $146,958+101.8% | $145,922+103.2% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 13.74% | 98.13%-84.4pp | 418.34%-404.6pp | 561.29%-547.5pp |
| Employer contribution / active EE | $2,553 | $5,286-51.7% | $4,933-48.3% | $4,660-45.2% |
| Participant deferral / active EE | $9,173 | $8,428+8.8% | $8,070+13.7% | $6,688+37.2% |
| Admin fee / account holder | $13,577 | $15,044-9.8% | $12,998+4.5% | $13,397+1.3% |