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 | $354,003 | $197,591+79.2% | $177,821+99.1% | $158,922+122.8% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.7%+2.3pp | 82.0%+8.0pp |
| Annual return | 11.94% | 58.76%-46.8pp | 48.32%-36.4pp | 302.83%-290.9pp |
| Employer contribution / active EE | $3,118 | $6,697-53.4% | $5,918-47.3% | $4,761-34.5% |
| Participant deferral / active EE | $14,340 | $8,405+70.6% | $7,714+85.9% | $5,982+139.7% |
| Admin fee / account holder | $10,814 | $15,399-29.8% | $12,427-13.0% | $11,246-3.8% |