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 | $317,415 | $159,602+98.9% | $150,045+111.5% | $142,382+122.9% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.3%+10.0pp | 80.1%+12.2pp |
| Annual return | 14.91% | 70.24%-55.3pp | 62.55%-47.6pp | 217.08%-202.2pp |
| Employer contribution / active EE | $4,061 | $4,961-18.1% | $4,693-13.5% | $4,299-5.5% |
| Participant deferral / active EE | $9,360 | $8,310+12.6% | $7,997+17.0% | $6,507+43.8% |
| Admin fee / account holder | $4,327 | $14,846-70.9% | $13,435-67.8% | $12,624-65.7% |