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 | $345,012 | $179,726+92.0% | $156,263+120.8% | $142,382+142.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 17.68% | 77.86%-60.2pp | 59.47%-41.8pp | 217.08%-199.4pp |
| Employer contribution / active EE | $3,438 | $5,069-32.2% | $4,333-20.7% | $4,299-20.0% |
| Participant deferral / active EE | $4,471 | $6,956-35.7% | $6,158-27.4% | $6,507-31.3% |
| Admin fee / account holder | $16,299 | $17,272-5.6% | $14,255+14.3% | $12,624+29.1% |