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 | $294,507 | $159,602+84.5% | $150,045+96.3% | $142,382+106.8% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.3%+10.5pp | 80.1%+12.7pp |
| Annual return | 12.72% | 70.24%-57.5pp | 62.55%-49.8pp | 217.08%-204.4pp |
| Employer contribution / active EE | $8,525 | $4,961+71.9% | $4,693+81.7% | $4,299+98.3% |
| Participant deferral / active EE | $7,120 | $8,310-14.3% | $7,997-11.0% | $6,507+9.4% |
| Admin fee / account holder | $18,176 | $14,846+22.4% | $13,435+35.3% | $12,624+44.0% |