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 | $297,109 | $74,888+296.7% | $71,209+317.2% | $142,382+108.7% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 18.15% | 345.14%-327.0pp | 282.51%-264.4pp | 217.08%-198.9pp |
| Employer contribution / active EE | $2,855 | $2,8540% | $2,721+4.9% | $4,299-33.6% |
| Participant deferral / active EE | $11,350 | $4,454+154.8% | $4,175+171.8% | $6,507+74.4% |
| Admin fee / account holder | $8,337 | $5,568+49.7% | $5,349+55.9% | $12,624-34.0% |