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 | $275,290 | $157,256+75.1% | $141,162+95.0% | $152,861+80.1% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 19.70% | 64.32%-44.6pp | 71.39%-51.7pp | 345.32%-325.6pp |
| Employer contribution / active EE | $3,503 | $5,261-33.4% | $4,735-26.0% | $4,762-26.4% |
| Participant deferral / active EE | $8,840 | $7,109+24.3% | $6,709+31.8% | $5,850+51.1% |
| Admin fee / account holder | $24,266 | $12,120+100.2% | $10,261+136.5% | $11,596+109.3% |