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 | $301,534 | $165,335+82.4% | $149,696+101.4% | $158,922+89.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.08% | 348.15%-334.1pp | 276.60%-262.5pp | 302.83%-288.7pp |
| Employer contribution / active EE | $1,972 | $5,103-61.3% | $4,644-57.5% | $4,761-58.6% |
| Participant deferral / active EE | $5,785 | $7,181-19.4% | $6,842-15.4% | $5,982-3.3% |
| Admin fee / account holder | $1,813 | $10,807-83.2% | $9,309-80.5% | $11,246-83.9% |