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 | $324,674 | $154,117+110.7% | $129,995+149.8% | $139,434+132.9% |
| Participation rate | 91.3% | 82.0%+9.4pp | 78.5%+12.8pp | 80.3%+11.0pp |
| Annual return | 14.45% | 32.48%-18.0pp | -137.18%+151.6pp | 372.94%-358.5pp |
| Employer contribution / active EE | $2,911 | $5,289-45.0% | $4,320-32.6% | $4,751-38.7% |
| Participant deferral / active EE | $14,248 | $6,710+112.3% | $5,820+144.8% | $6,710+112.3% |
| Admin fee / account holder | $20,596 | $14,007+47.0% | $10,614+94.0% | $11,403+80.6% |