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 | $326,585 | $144,119+126.6% | $117,854+177.1% | $147,584+121.3% |
| Participation rate | 85.7% | 83.4%+2.3pp | 79.7%+6.1pp | 82.8%+2.9pp |
| Annual return | 20.47% | 531.15%-510.7pp | 335.08%-314.6pp | 578.55%-558.1pp |
| Employer contribution / active EE | $3,289 | $4,896-32.8% | $3,786-13.1% | $4,876-32.5% |
| Participant deferral / active EE | $3,653 | $5,316-31.3% | $4,482-18.5% | $5,439-32.8% |
| Admin fee / account holder | $4,350 | $10,886-60.0% | $8,020-45.8% | $10,885-60.0% |