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 | $279,676 | $165,984+68.5% | $164,813+69.7% | $145,922+91.7% |
| Participation rate | 78.3% | 82.0%-3.7pp | 78.6%-0.3pp | 80.3%-2.0pp |
| Annual return | 22.89% | 100.03%-77.1pp | 69.93%-47.0pp | 561.29%-538.4pp |
| Employer contribution / active EE | $2,971 | $5,273-43.6% | $4,341-31.5% | $4,660-36.2% |
| Participant deferral / active EE | $4,983 | $6,959-28.4% | $6,031-17.4% | $6,688-25.5% |
| Admin fee / account holder | $7,549 | $16,648-54.7% | $12,690-40.5% | $13,397-43.6% |