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 | $289,104 | $209,832+37.8% | $189,513+52.6% | $167,490+72.6% |
| Participation rate | 95.8% | 88.7%+7.2pp | 87.8%+8.0pp | 82.1%+13.7pp |
| Annual return | 14.73% | 748.27%-733.5pp | 555.15%-540.4pp | 478.56%-463.8pp |
| Employer contribution / active EE | $4,793 | $6,914-30.7% | $6,162-22.2% | $4,837-0.9% |
| Participant deferral / active EE | $8,306 | $8,935-7.0% | $8,221+1.0% | $6,341+31.0% |
| Admin fee / account holder | $19,752 | $14,293+38.2% | $12,045+64.0% | $12,309+60.5% |