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 | $269,753 | $159,602+69.0% | $150,045+79.8% | $142,382+89.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.09% | 70.24%-56.1pp | 62.55%-48.5pp | 217.08%-203.0pp |
| Employer contribution / active EE | $3,148 | $4,961-36.5% | $4,693-32.9% | $4,299-26.8% |
| Participant deferral / active EE | $9,111 | $8,310+9.6% | $7,997+13.9% | $6,507+40.0% |
| Admin fee / account holder | $16,452 | $14,846+10.8% | $13,435+22.5% | $12,624+30.3% |