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 | $279,277 | $99,918+179.5% | $81,382+243.2% | $145,922+91.4% |
| Participation rate | 94.4% | 74.2%+20.3pp | 69.5%+25.0pp | 80.3%+14.2pp |
| Annual return | 9.03% | 34.32%-25.3pp | 24.73%-15.7pp | 561.29%-552.3pp |
| Employer contribution / active EE | $3,084 | $2,978+3.6% | $2,463+25.2% | $4,660-33.8% |
| Participant deferral / active EE | $12,031 | $4,605+161.3% | $3,883+209.8% | $6,688+79.9% |
| Admin fee / account holder | $23,221 | $8,212+182.8% | $5,768+302.6% | $13,397+73.3% |