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 | $258,980 | $124,319+108.3% | $111,297+132.7% | $167,490+54.6% |
| Participation rate | 95.2% | 79.6%+15.6pp | 77.3%+17.9pp | 82.1%+13.1pp |
| Annual return | 18.93% | 37.44%-18.5pp | 54.65%-35.7pp | 478.56%-459.6pp |
| Employer contribution / active EE | $5,074 | $3,435+47.7% | $2,731+85.8% | $4,837+4.9% |
| Participant deferral / active EE | $6,906 | $5,180+33.3% | $4,487+53.9% | $6,341+8.9% |
| Admin fee / account holder | $25,138 | $10,618+136.7% | $7,964+215.7% | $12,309+104.2% |