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 | $263,298 | $201,272+30.8% | $184,203+42.9% | $145,922+80.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.57% | 29.00%-12.4pp | 28.81%-12.2pp | 561.29%-544.7pp |
| Employer contribution / active EE | $3,414 | $7,022-51.4% | $6,427-46.9% | $4,660-26.7% |
| Participant deferral / active EE | $7,832 | $9,806-20.1% | $9,131-14.2% | $6,688+17.1% |
| Admin fee / account holder | $4,069 | $16,364-75.1% | $13,901-70.7% | $13,397-69.6% |