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 | $367,271 | $217,402+68.9% | $185,823+97.6% | $167,490+119.3% |
| Participation rate | 76.5% | 86.0%-9.6pp | 81.7%-5.2pp | 82.1%-5.6pp |
| Annual return | 12.13% | 148.36%-136.2pp | 122.05%-109.9pp | 478.56%-466.4pp |
| Employer contribution / active EE | $2,749 | $5,873-53.2% | $5,167-46.8% | $4,837-43.2% |
| Participant deferral / active EE | $7,073 | $6,356+11.3% | $5,568+27.0% | $6,341+11.5% |
| Admin fee / account holder | $22,077 | $19,811+11.4% | $16,237+36.0% | $12,309+79.4% |