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 | $392,988 | $126,574+210.5% | $106,213+270.0% | $145,922+169.3% |
| Participation rate | 73.3% | 77.6%-4.3pp | 75.3%-1.9pp | 80.3%-6.9pp |
| Annual return | 15.47% | 224.79%-209.3pp | 116.14%-100.7pp | 561.29%-545.8pp |
| Employer contribution / active EE | $2,423 | $3,730-35.1% | $3,171-23.6% | $4,660-48.0% |
| Participant deferral / active EE | $5,365 | $5,724-6.3% | $5,016+7.0% | $6,688-19.8% |
| Admin fee / account holder | $10,602 | $17,304-38.7% | $11,033-3.9% | $13,397-20.9% |