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 | $338,588 | $138,065+145.2% | $123,544+174.1% | $135,375+150.1% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -3.18% | 153.68%-156.9pp | 119.20%-122.4pp | 519.73%-522.9pp |
| Employer contribution / active EE | $6,000 | $5,151+16.5% | $4,628+29.7% | $4,779+25.6% |
| Participant deferral / active EE | $8,315 | $6,799+22.3% | $6,426+29.4% | $5,609+48.3% |
| Admin fee / account holder | $184,524 | $10,916+1590.4% | $9,284+1887.6% | $10,827+1604.3% |