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 | $342,538 | $177,572+92.9% | $154,803+121.3% | $142,382+140.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.28% | 65.07%-51.8pp | 58.88%-45.6pp | 217.08%-203.8pp |
| Employer contribution / active EE | $5,384 | $4,810+11.9% | $4,305+25.1% | $4,299+25.2% |
| Participant deferral / active EE | $23,246 | $6,272+270.7% | $5,540+319.6% | $6,507+257.2% |
| Admin fee / account holder | $8,620 | $16,786-48.6% | $14,329-39.8% | $12,624-31.7% |