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 | $278,768 | $104,974+165.6% | $95,585+191.6% | $142,382+95.8% |
| Participation rate | 93.3% | 75.0%+18.4pp | 72.1%+21.3pp | 80.1%+13.2pp |
| Annual return | 15.04% | 210.33%-195.3pp | 38.56%-23.5pp | 217.08%-202.0pp |
| Employer contribution / active EE | $6,295 | $2,779+126.6% | $2,527+149.2% | $4,299+46.4% |
| Participant deferral / active EE | $11,262 | $4,352+158.8% | $4,023+180.0% | $6,507+73.1% |
| Admin fee / account holder | $5,189 | $6,386-18.7% | $6,127-15.3% | $12,624-58.9% |