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 | $353,946 | $177,572+99.3% | $154,803+128.6% | $142,382+148.6% |
| Participation rate | 70.0% | 82.1%-12.1pp | 78.1%-8.1pp | 80.1%-10.1pp |
| Annual return | 17.67% | 65.07%-47.4pp | 58.88%-41.2pp | 217.08%-199.4pp |
| Employer contribution / active EE | $7,958 | $4,810+65.4% | $4,305+84.8% | $4,299+85.1% |
| Participant deferral / active EE | $10,714 | $6,272+70.8% | $5,540+93.4% | $6,507+64.6% |
| Admin fee / account holder | $9,804 | $16,786-41.6% | $14,329-31.6% | $12,624-22.3% |