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 | $291,959 | $183,519+59.1% | $155,509+87.7% | $145,922+100.1% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 13.25% | 61.17%-47.9pp | 64.67%-51.4pp | 561.29%-548.0pp |
| Employer contribution / active EE | $13,834 | $5,313+160.4% | $4,672+196.1% | $4,660+196.9% |
| Participant deferral / active EE | $7,823 | $6,462+21.1% | $5,626+39.0% | $6,688+17.0% |
| Admin fee / account holder | $35,894 | $19,313+85.9% | $15,912+125.6% | $13,397+167.9% |