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 | $281,422 | $197,825+42.3% | $155,790+80.6% | $125,391+124.4% |
| Participation rate | 77.8% | 82.1%-4.3pp | 76.1%+1.7pp | 83.2%-5.4pp |
| Annual return | 3.69% | 86.74%-83.0pp | 71.54%-67.9pp | 282.22%-278.5pp |
| Employer contribution / active EE | $3,006 | $4,847-38.0% | $3,836-21.6% | $4,866-38.2% |
| Participant deferral / active EE | $6,827 | $5,630+21.3% | $4,797+42.3% | $5,352+27.6% |
| Admin fee / account holder | $71,187 | $9,545+645.8% | $7,478+852.0% | $9,540+646.2% |