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 | $258,893 | $115,770+123.6% | $101,248+155.7% | $158,922+62.9% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 10.98% | 56.14%-45.2pp | 46.47%-35.5pp | 302.83%-291.8pp |
| Employer contribution / active EE | $1,813 | $4,175-56.6% | $3,660-50.5% | $4,761-61.9% |
| Participant deferral / active EE | $2,043 | $4,957-58.8% | $4,370-53.3% | $5,982-65.9% |
| Admin fee / account holder | $2,266 | $7,245-68.7% | $5,945-61.9% | $11,246-79.8% |