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 | $290,645 | $176,056+65.1% | $159,436+82.3% | $167,490+73.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.42% | 331.75%-319.3pp | 263.57%-251.1pp | 478.56%-466.1pp |
| Employer contribution / active EE | $3,862 | $5,297-27.1% | $4,829-20.0% | $4,837-20.2% |
| Participant deferral / active EE | $8,505 | $7,750+9.7% | $7,352+15.7% | $6,341+34.1% |
| Admin fee / account holder | $3,849 | $12,554-69.3% | $10,799-64.4% | $12,309-68.7% |