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 | $252,228 | $175,202+44.0% | $149,673+68.5% | $139,434+80.9% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 17.52% | 166.71%-149.2pp | 134.42%-116.9pp | 372.94%-355.4pp |
| Employer contribution / active EE | $2,949 | $5,474-46.1% | $4,818-38.8% | $4,751-37.9% |
| Participant deferral / active EE | $7,098 | $6,519+8.9% | $5,680+25.0% | $6,710+5.8% |
| Admin fee / account holder | $5,300 | $16,150-67.2% | $13,210-59.9% | $11,403-53.5% |