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 | $310,811 | $103,376+200.7% | $87,100+256.8% | $152,861+103.3% |
| Participation rate | 88.9% | 79.3%+9.5pp | 76.9%+12.0pp | 82.4%+6.4pp |
| Annual return | 19.65% | 28.10%-8.4pp | 28.19%-8.5pp | 345.32%-325.7pp |
| Employer contribution / active EE | $9,892 | $3,220+207.2% | $2,521+292.3% | $4,762+107.7% |
| Participant deferral / active EE | $10,831 | $4,778+126.7% | $4,049+167.5% | $5,850+85.1% |
| Admin fee / account holder | $25,745 | $12,205+110.9% | $7,497+243.4% | $11,596+122.0% |