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 | $354,875 | $217,402+63.2% | $185,823+91.0% | $167,490+111.9% |
| Participation rate | 90.9% | 86.0%+4.9pp | 81.7%+9.2pp | 82.1%+8.8pp |
| Annual return | 59.06% | 148.36%-89.3pp | 122.05%-63.0pp | 478.56%-419.5pp |
| Employer contribution / active EE | $3,967 | $5,873-32.4% | $5,167-23.2% | $4,837-18.0% |
| Participant deferral / active EE | $8,793 | $6,356+38.3% | $5,568+57.9% | $6,341+38.7% |
| Admin fee / account holder | $2,101 | $19,811-89.4% | $16,237-87.1% | $12,309-82.9% |