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 | $350,872 | $157,256+123.1% | $141,162+148.6% | $152,861+129.5% |
| Participation rate | 93.8% | 84.8%+8.9pp | 82.5%+11.3pp | 82.4%+11.3pp |
| Annual return | 14.83% | 64.32%-49.5pp | 71.39%-56.6pp | 345.32%-330.5pp |
| Employer contribution / active EE | $3,700 | $5,261-29.7% | $4,735-21.9% | $4,762-22.3% |
| Participant deferral / active EE | $4,119 | $7,109-42.1% | $6,709-38.6% | $5,850-29.6% |
| Admin fee / account holder | $38,671 | $12,120+219.1% | $10,261+276.9% | $11,596+233.5% |