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 | $330,382 | $175,202+88.6% | $149,673+120.7% | $139,434+136.9% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 24.91% | 166.71%-141.8pp | 134.42%-109.5pp | 372.94%-348.0pp |
| Employer contribution / active EE | $2,383 | $5,474-56.5% | $4,818-50.5% | $4,751-49.8% |
| Participant deferral / active EE | $8,672 | $6,519+33.0% | $5,680+52.7% | $6,710+29.2% |
| Admin fee / account holder | $15,122 | $16,150-6.4% | $13,210+14.5% | $11,403+32.6% |