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 | $303,816 | $183,519+65.5% | $155,509+95.4% | $145,922+108.2% |
| Participation rate | 89.5% | 82.7%+6.8pp | 78.2%+11.3pp | 80.3%+9.2pp |
| Annual return | 11.32% | 61.17%-49.8pp | 64.67%-53.4pp | 561.29%-550.0pp |
| Employer contribution / active EE | $3,535 | $5,313-33.5% | $4,672-24.4% | $4,660-24.1% |
| Participant deferral / active EE | $10,362 | $6,462+60.3% | $5,626+84.2% | $6,688+54.9% |
| Admin fee / account holder | $11,106 | $19,313-42.5% | $15,912-30.2% | $13,397-17.1% |