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 | $309,445 | $157,256+96.8% | $141,162+119.2% | $152,861+102.4% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 19.58% | 64.32%-44.7pp | 71.39%-51.8pp | 345.32%-325.7pp |
| Employer contribution / active EE | $4,368 | $5,261-17.0% | $4,735-7.7% | $4,762-8.3% |
| Participant deferral / active EE | $10,022 | $7,109+41.0% | $6,709+49.4% | $5,850+71.3% |
| Admin fee / account holder | $19,753 | $12,120+63.0% | $10,261+92.5% | $11,596+70.3% |