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 | $279,217 | $165,335+68.9% | $149,696+86.5% | $158,922+75.7% |
| Participation rate | 95.5% | 84.6%+10.9pp | 82.5%+13.0pp | 82.0%+13.5pp |
| Annual return | 13.90% | 348.15%-334.2pp | 276.60%-262.7pp | 302.83%-288.9pp |
| Employer contribution / active EE | $1,650 | $5,103-67.7% | $4,644-64.5% | $4,761-65.4% |
| Participant deferral / active EE | $12,934 | $7,181+80.1% | $6,842+89.0% | $5,982+116.2% |
| Admin fee / account holder | $800 | $10,807-92.6% | $9,309-91.4% | $11,246-92.9% |