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 | $338,072 | $177,572+90.4% | $154,803+118.4% | $142,382+137.4% |
| Participation rate | 95.5% | 82.1%+13.4pp | 78.1%+17.4pp | 80.1%+15.3pp |
| Annual return | 14.69% | 65.07%-50.4pp | 58.88%-44.2pp | 217.08%-202.4pp |
| Employer contribution / active EE | $2,192 | $4,810-54.4% | $4,305-49.1% | $4,299-49.0% |
| Participant deferral / active EE | $4,292 | $6,272-31.6% | $5,540-22.5% | $6,507-34.0% |
| Admin fee / account holder | $11,017 | $16,786-34.4% | $14,329-23.1% | $12,624-12.7% |