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 8-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 | $275,751 | $159,602+72.8% | $150,045+83.8% | $142,382+93.7% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.3%+4.3pp | 80.1%+6.5pp |
| Annual return | 18.91% | 70.24%-51.3pp | 62.55%-43.6pp | 217.08%-198.2pp |
| Employer contribution / active EE | $3,746 | $4,961-24.5% | $4,693-20.2% | $4,299-12.9% |
| Participant deferral / active EE | $12,971 | $8,310+56.1% | $7,997+62.2% | $6,507+99.3% |
| Admin fee / account holder | $1,363 | $14,846-90.8% | $13,435-89.9% | $12,624-89.2% |