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 | $338,547 | $148,534+127.9% | $135,903+149.1% | $139,434+142.8% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 44.65% | 79.19%-34.5pp | 68.23%-23.6pp | 372.94%-328.3pp |
| Employer contribution / active EE | $8,366 | $5,243+59.6% | $4,856+72.3% | $4,751+76.1% |
| Participant deferral / active EE | $11,686 | $8,100+44.3% | $7,758+50.6% | $6,710+74.1% |
| Admin fee / account holder | $18,622 | $12,400+50.2% | $10,762+73.0% | $11,403+63.3% |