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 | $272,800 | $159,602+70.9% | $150,045+81.8% | $142,382+91.6% |
| Participation rate | 95.5% | 84.0%+11.5pp | 82.3%+13.1pp | 80.1%+15.3pp |
| Annual return | 14.77% | 70.24%-55.5pp | 62.55%-47.8pp | 217.08%-202.3pp |
| Employer contribution / active EE | $10,099 | $4,961+103.6% | $4,693+115.2% | $4,299+134.9% |
| Participant deferral / active EE | $11,856 | $8,310+42.7% | $7,997+48.3% | $6,507+82.2% |
| Admin fee / account holder | $6,138 | $14,846-58.7% | $13,435-54.3% | $12,624-51.4% |