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 | $305,632 | $104,974+191.2% | $95,585+219.7% | $142,382+114.7% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.1%+16.8pp | 80.1%+8.8pp |
| Annual return | 16.36% | 210.33%-194.0pp | 38.56%-22.2pp | 217.08%-200.7pp |
| Employer contribution / active EE | $2,719 | $2,779-2.2% | $2,527+7.6% | $4,299-36.8% |
| Participant deferral / active EE | $7,688 | $4,352+76.7% | $4,023+91.1% | $6,507+18.2% |
| Admin fee / account holder | $1,523 | $6,386-76.1% | $6,127-75.1% | $12,624-87.9% |