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 | $327,970 | $179,726+82.5% | $156,263+109.9% | $142,382+130.3% |
| Participation rate | 92.3% | 82.1%+10.2pp | 78.9%+13.4pp | 80.1%+12.2pp |
| Annual return | 14.73% | 77.86%-63.1pp | 59.47%-44.7pp | 217.08%-202.3pp |
| Employer contribution / active EE | $22,663 | $5,069+347.1% | $4,333+423.0% | $4,299+427.1% |
| Participant deferral / active EE | $11,622 | $6,956+67.1% | $6,158+88.7% | $6,507+78.6% |
| Admin fee / account holder | $7,142 | $17,272-58.7% | $14,255-49.9% | $12,624-43.4% |