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 | $335,168 | $214,378+56.3% | $200,582+67.1% | $142,382+135.4% |
| Participation rate | 95.2% | 87.4%+7.8pp | 86.9%+8.4pp | 80.1%+15.1pp |
| Annual return | 15.52% | 46.41%-30.9pp | 42.33%-26.8pp | 217.08%-201.6pp |
| Employer contribution / active EE | $7,296 | $6,841+6.6% | $6,419+13.7% | $4,299+69.7% |
| Participant deferral / active EE | $10,868 | $9,865+10.2% | $9,331+16.5% | $6,507+67.0% |
| Admin fee / account holder | $63,706 | $17,692+260.1% | $16,305+290.7% | $12,624+404.7% |