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 | $328,146 | $159,602+105.6% | $150,045+118.7% | $142,382+130.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.67% | 70.24%-55.6pp | 62.55%-47.9pp | 217.08%-202.4pp |
| Employer contribution / active EE | $1,558 | $4,961-68.6% | $4,693-66.8% | $4,299-63.8% |
| Participant deferral / active EE | $3,423 | $8,310-58.8% | $7,997-57.2% | $6,507-47.4% |
| Admin fee / account holder | $10,197 | $14,846-31.3% | $13,435-24.1% | $12,624-19.2% |