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 | $311,465 | $100,773+209.1% | $88,946+250.2% | $142,382+118.8% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.8%+11.2pp | 80.1%-0.1pp |
| Annual return | 14.10% | 70.18%-56.1pp | 57.82%-43.7pp | 217.08%-203.0pp |
| Employer contribution / active EE | $3,929 | $2,918+34.7% | $2,555+53.8% | $4,299-8.6% |
| Participant deferral / active EE | $11,336 | $5,230+116.7% | $4,581+147.4% | $6,507+74.2% |
| Admin fee / account holder | $2,391 | $9,693-75.3% | $8,261-71.1% | $12,624-81.1% |