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 | $282,167 | $209,411+34.7% | $178,490+58.1% | $158,922+77.6% |
| Participation rate | 87.5% | 86.3%+1.2pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 11.77% | 188.75%-177.0pp | 151.07%-139.3pp | 302.83%-291.1pp |
| Employer contribution / active EE | $3,466 | $5,706-39.3% | $5,011-30.8% | $4,761-27.2% |
| Participant deferral / active EE | $7,614 | $5,954+27.9% | $5,202+46.4% | $5,982+27.3% |
| Admin fee / account holder | $1,450 | $17,074-91.5% | $13,984-89.6% | $11,246-87.1% |