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 | $318,647 | $209,411+52.2% | $178,490+78.5% | $158,922+100.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.59% | 188.75%-169.2pp | 151.07%-131.5pp | 302.83%-283.2pp |
| Employer contribution / active EE | $2,027 | $5,706-64.5% | $5,011-59.6% | $4,761-57.4% |
| Participant deferral / active EE | $6,737 | $5,954+13.1% | $5,202+29.5% | $5,982+12.6% |
| Admin fee / account holder | $3,892 | $17,074-77.2% | $13,984-72.2% | $11,246-65.4% |