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 | $270,091 | $148,534+81.8% | $135,903+98.7% | $139,434+93.7% |
| Participation rate | 70.0% | 83.9%-13.9pp | 81.9%-11.9pp | 80.3%-10.3pp |
| Annual return | 14.73% | 79.19%-64.5pp | 68.23%-53.5pp | 372.94%-358.2pp |
| Employer contribution / active EE | $2,445 | $5,243-53.4% | $4,856-49.7% | $4,751-48.5% |
| Participant deferral / active EE | $9,822 | $8,100+21.3% | $7,758+26.6% | $6,710+46.4% |
| Admin fee / account holder | $8,390 | $12,400-32.3% | $10,762-22.0% | $11,403-26.4% |