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 | $289,974 | $232,540+24.7% | $185,117+56.6% | $147,584+96.5% |
| Participation rate | 88.9% | 82.4%+6.5pp | 77.3%+11.6pp | 82.8%+6.1pp |
| Annual return | 19.33% | 43.03%-23.7pp | 40.50%-21.2pp | 578.55%-559.2pp |
| Employer contribution / active EE | $4,905 | $5,195-5.6% | $4,182+17.3% | $4,876+0.6% |
| Participant deferral / active EE | $13,499 | $5,834+131.4% | $5,045+167.6% | $5,439+148.2% |
| Admin fee / account holder | $2,225 | $10,275-78.3% | $8,159-72.7% | $10,885-79.6% |