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 | $255,187 | $147,727+72.7% | $115,756+120.5% | $134,475+89.8% |
| Participation rate | 92.9% | 80.4%+12.4pp | 77.1%+15.8pp | 81.2%+11.6pp |
| Annual return | -18.98% | 73.96%-92.9pp | 143.14%-162.1pp | 417.96%-436.9pp |
| Employer contribution / active EE | $7,708 | $4,713+63.5% | $3,793+103.2% | $4,740+62.6% |
| Participant deferral / active EE | $14,682 | $7,563+94.1% | $6,254+134.8% | $6,400+129.4% |
| Admin fee / account holder | $1,671 | $14,571-88.5% | $8,124-79.4% | $11,426-85.4% |