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 | $308,787 | $159,901+93.1% | $146,958+110.1% | $145,922+111.6% |
| Participation rate | 86.4% | 84.0%+2.4pp | 82.2%+4.2pp | 80.3%+6.1pp |
| Annual return | 14.09% | 98.13%-84.0pp | 418.34%-404.3pp | 561.29%-547.2pp |
| Employer contribution / active EE | $2,518 | $5,286-52.4% | $4,933-49.0% | $4,660-46.0% |
| Participant deferral / active EE | $14,764 | $8,428+75.2% | $8,070+83.0% | $6,688+120.8% |
| Admin fee / account holder | $3,412 | $15,044-77.3% | $12,998-73.8% | $13,397-74.5% |