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 | $311,813 | $159,602+95.4% | $150,045+107.8% | $142,382+119.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.45% | 70.24%-54.8pp | 62.55%-47.1pp | 217.08%-201.6pp |
| Employer contribution / active EE | $9,990 | $4,961+101.4% | $4,693+112.9% | $4,299+132.4% |
| Participant deferral / active EE | $4,238 | $8,310-49.0% | $7,997-47.0% | $6,507-34.9% |
| Admin fee / account holder | $902 | $14,846-93.9% | $13,435-93.3% | $12,624-92.9% |