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 | $258,342 | $159,602+61.9% | $150,045+72.2% | $142,382+81.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.08% | 70.24%-57.2pp | 62.55%-49.5pp | 217.08%-204.0pp |
| Employer contribution / active EE | $1,824 | $4,961-63.2% | $4,693-61.1% | $4,299-57.6% |
| Participant deferral / active EE | $3,088 | $8,310-62.8% | $7,997-61.4% | $6,507-52.5% |
| Admin fee / account holder | $163,738 | $14,846+1002.9% | $13,435+1118.8% | $12,624+1197.1% |