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 | $273,753 | $159,602+71.5% | $150,045+82.4% | $142,382+92.3% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.3%+2.3pp | 80.1%+4.5pp |
| Annual return | 15.35% | 70.24%-54.9pp | 62.55%-47.2pp | 217.08%-201.7pp |
| Employer contribution / active EE | $4,716 | $4,961-4.9% | $4,693+0.5% | $4,299+9.7% |
| Participant deferral / active EE | $8,220 | $8,310-1.1% | $7,997+2.8% | $6,507+26.3% |
| Admin fee / account holder | $75,494 | $14,846+408.5% | $13,435+461.9% | $12,624+498.0% |