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 | $274,094 | $209,411+30.9% | $178,490+53.6% | $158,922+72.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.70% | 188.75%-178.0pp | 151.07%-140.4pp | 302.83%-292.1pp |
| Employer contribution / active EE | $12,406 | $5,706+117.4% | $5,011+147.6% | $4,761+160.6% |
| Participant deferral / active EE | $16,075 | $5,954+170.0% | $5,202+209.0% | $5,982+168.7% |
| Admin fee / account holder | $5,099 | $17,074-70.1% | $13,984-63.5% | $11,246-54.7% |