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 | $337,021 | $148,534+126.9% | $135,903+148.0% | $139,434+141.7% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.8pp | 80.3%+11.3pp |
| Annual return | 16.15% | 79.19%-63.0pp | 68.23%-52.1pp | 372.94%-356.8pp |
| Employer contribution / active EE | $22,683 | $5,243+332.6% | $4,856+367.1% | $4,751+377.5% |
| Participant deferral / active EE | $14,807 | $8,100+82.8% | $7,758+90.9% | $6,710+120.7% |
| Admin fee / account holder | $312 | $12,400-97.5% | $10,762-97.1% | $11,403-97.3% |