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 | $268,021 | $165,984+61.5% | $164,813+62.6% | $145,922+83.7% |
| Participation rate | 84.6% | 82.0%+2.6pp | 78.6%+6.0pp | 80.3%+4.3pp |
| Annual return | 14.59% | 100.03%-85.4pp | 69.93%-55.3pp | 561.29%-546.7pp |
| Employer contribution / active EE | $2,964 | $5,273-43.8% | $4,341-31.7% | $4,660-36.4% |
| Participant deferral / active EE | $6,902 | $6,959-0.8% | $6,031+14.4% | $6,688+3.2% |
| Admin fee / account holder | $458 | $16,648-97.2% | $12,690-96.4% | $13,397-96.6% |